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
301
$201K 0.06%
1,247
-150
302
$200K 0.06%
11,018
-402
303
$171K 0.05%
20,521
+197
304
$170K 0.05%
11,321
305
$154K 0.04%
17,915
+23
306
$150K 0.04%
11,361
-154
307
$148K 0.04%
+21,131
308
$130K 0.04%
+12,038
309
$63K 0.02%
2,750
310
– –
-3,810
311
– –
-2,680
312
– –
-10,647
313
– –
-3,398
314
– –
-1,740
315
– –
-10,042
316
– –
-13,999
317
– –
-10,223
318
– –
-14,375
319
– –
-1,189
320
– –
-5,648
321
– –
-376
322
– –
-1,674
323
– –
-833
324
– –
-10,604
325
– –
-3,269
10 11 12
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