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
276
$316K 0.07%
497
+41
277
$315K 0.07%
+7,844
278
$310K 0.07%
+4,800
279
$307K 0.07%
2,611
+90
280
$303K 0.07%
1,721
-362
281
$303K 0.07%
3,547
282
$301K 0.07%
4,062
+516
283
$299K 0.07%
24,026
-170
284
$297K 0.07%
2,491
-15
285
$297K 0.07%
+15,300
286
$295K 0.07%
6,031
-9
287
$294K 0.06%
937
-67
288
$293K 0.06%
1,754
-13
289
$291K 0.06%
6,178
+48
290
$291K 0.06%
24,927
-869
291
$290K 0.06%
1,180
-19
292
$281K 0.06%
2,569
+128
293
$280K 0.06%
1,041
-25
294
$280K 0.06%
9,369
+73
295
$278K 0.06%
1,650
-231
296
$275K 0.06%
617
297
$273K 0.06%
990
-11
298
$268K 0.06%
2,666
299
$267K 0.06%
9,294
300
$261K 0.06%
1,835
10 11
12
13 14