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
276
$231K 0.07%
+1,097
277
$230K 0.07%
+2,376
278
$230K 0.07%
3,578
-91
279
$229K 0.07%
1,619
+69
280
$228K 0.07%
+1,316
281
$228K 0.07%
+5,440
282
$225K 0.06%
+1,349
283
$225K 0.06%
+3,516
284
$224K 0.06%
4,368
-29
285
$223K 0.06%
2,315
+24
286
$223K 0.06%
+9,294
287
$220K 0.06%
7,410
-305
288
$220K 0.06%
1,748
-43
289
$219K 0.06%
3,804
-770
290
$218K 0.06%
2,259
-20
291
$214K 0.06%
+4,021
292
$213K 0.06%
29,907
+5,227
293
$213K 0.06%
+8,647
294
$211K 0.06%
+3,408
295
$209K 0.06%
+1,680
296
$208K 0.06%
+2,548
297
$207K 0.06%
+3,130
298
$206K 0.06%
+2,413
299
$202K 0.06%
+1,106
300
$201K 0.06%
63,632
-992
10 11
12
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