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
251
$353K 0.08%
4,325
+62
252
$352K 0.08%
1,139
+47
253
$352K 0.08%
10,700
+473
254
$351K 0.08%
9,587
-1,309
255
$350K 0.08%
3,421
-375
256
$350K 0.08%
+4,177
257
$349K 0.08%
2,033
-5
258
$345K 0.08%
1,144
259
$344K 0.08%
4,189
+179
260
$343K 0.08%
6,766
+42
261
$342K 0.08%
+1,798
262
$341K 0.08%
1,164
+220
263
$340K 0.07%
2,927
264
$339K 0.07%
5,020
+40
265
$338K 0.07%
+5,796
266
$338K 0.07%
3,300
+150
267
$337K 0.07%
1,363
+25
268
$333K 0.07%
1,934
+33
269
$332K 0.07%
8,318
+1,145
270
$326K 0.07%
1,481
-22
271
$322K 0.07%
1,949
-126
272
$321K 0.07%
12,130
-100
273
$320K 0.07%
1,182
+1
274
$319K 0.07%
+2,322
275
$318K 0.07%
1,422
+2
9 10
11
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