1WA

180 Wealth Advisors Portfolio holdings

AUM $821M
1-Year Est. Return 35.01%
This Quarter Est. Return
1 Year Est. Return
+35.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.98M
3
+$2.73M
4
NVDA icon
NVIDIA
NVDA
+$2.61M
5
META icon
Meta Platforms (Facebook)
META
+$2.45M

Top Sells

1
+$1M
2
+$660K
3
+$453K
4
NGG icon
National Grid
NGG
+$307K
5
AEP icon
American Electric Power
AEP
+$296K

Sector Composition

1 Technology 23.21%
2 Consumer Discretionary 11.45%
3 Healthcare 8.27%
4 Financials 6.43%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$295K 0.09%
1,027
+55
227
$291K 0.08%
4,207
+86
228
$290K 0.08%
1,745
+18
229
$290K 0.08%
1,042
+283
230
$289K 0.08%
2,565
-122
231
$289K 0.08%
2,075
+251
232
$288K 0.08%
+5,475
233
$288K 0.08%
1,240
+184
234
$286K 0.08%
3,272
-50
235
$286K 0.08%
2,070
+46
236
$286K 0.08%
3,276
-389
237
$286K 0.08%
6,996
-1,227
238
$284K 0.08%
2,080
-518
239
$280K 0.08%
1,235
+271
240
$279K 0.08%
23,061
-1,130
241
$279K 0.08%
+872
242
$279K 0.08%
1,797
+5
243
$277K 0.08%
1,740
+377
244
$277K 0.08%
+2,026
245
$275K 0.08%
1,244
246
$271K 0.08%
1,438
-813
247
$270K 0.08%
1,292
-137
248
$270K 0.08%
2,503
-106
249
$270K 0.08%
1,552
250
$265K 0.08%
+11,352
8 9
10
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