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
$454M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.27M
3
+$1.14M
4
GE icon
GE Aerospace
GE
+$1.11M
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$764K

Top Sells

1
+$22.4M
2
+$2.59M
3
+$652K
4
ZS icon
Zscaler
ZS
+$591K
5
ROP icon
Roper Technologies
ROP
+$503K

Sector Composition

1 Technology 25.7%
2 Consumer Discretionary 12.06%
3 Healthcare 8.34%
4 Industrials 6.09%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$398K 0.09%
7,891
+381
227
$397K 0.09%
3,071
-82
228
$397K 0.09%
901
229
$397K 0.09%
5,327
230
$394K 0.09%
4,938
231
$386K 0.09%
1,296
-10
232
$382K 0.08%
9,219
-81
233
$381K 0.08%
6,882
+72
234
$380K 0.08%
6,060
235
$374K 0.08%
+14,911
236
$373K 0.08%
4,912
-105
237
$373K 0.08%
8,352
-723
238
$369K 0.08%
5,449
+1,350
239
$367K 0.08%
1,145
+218
240
$366K 0.08%
1,071
+4
241
$364K 0.08%
899
-164
242
$363K 0.08%
6,641
-405
243
$360K 0.08%
3,824
+437
244
$359K 0.08%
+3,452
245
$359K 0.08%
1,977
-113
246
$359K 0.08%
7,259
+364
247
$357K 0.08%
58,369
+11,048
248
$357K 0.08%
3,508
-375
249
$355K 0.08%
4,171
+229
250
$354K 0.08%
61,332
+41,045
8 9
10
11 12