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
251
$262K 0.08%
+2,084
252
$261K 0.08%
2,959
-102
253
$261K 0.08%
5,382
+454
254
$260K 0.08%
+4,927
255
$251K 0.07%
4,451
+29
256
$251K 0.07%
1,583
-673
257
$250K 0.07%
7,444
-361
258
$248K 0.07%
+2,214
259
$248K 0.07%
2,740
+70
260
$246K 0.07%
+2,914
261
$243K 0.07%
+2,585
262
$243K 0.07%
+3,604
263
$242K 0.07%
4,254
-5
264
$242K 0.07%
+1,696
265
$242K 0.07%
970
+140
266
$239K 0.07%
+13,429
267
$239K 0.07%
+125
268
$239K 0.07%
1,085
-59
269
$238K 0.07%
1,068
-76
270
$238K 0.07%
+15,365
271
$237K 0.07%
+9,328
272
$235K 0.07%
620
-14
273
$234K 0.07%
4,926
+298
274
$232K 0.07%
1,312
-23
275
$232K 0.07%
1,348
-28
9 10
11
12 13