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
301
$258K 0.06%
6,455
+860
302
$257K 0.06%
+13,975
303
$256K 0.06%
2,875
-571
304
$256K 0.06%
4,344
+406
305
$255K 0.06%
7,016
+3,654
306
$255K 0.06%
1,349
307
$254K 0.06%
1,507
-58
308
$254K 0.06%
1,705
309
$254K 0.06%
+1,127
310
$254K 0.06%
2,699
+75
311
$254K 0.06%
4,430
+255
312
$253K 0.06%
+2,182
313
$252K 0.06%
+1,576
314
$251K 0.06%
613
-11
315
$250K 0.06%
+2,224
316
$248K 0.05%
2,442
-711
317
$248K 0.05%
1,365
-1,005
318
$248K 0.05%
1,748
-14
319
$247K 0.05%
2,869
+277
320
$247K 0.05%
10,332
-2,303
321
$246K 0.05%
1,619
-479
322
$246K 0.05%
1,853
-182
323
$245K 0.05%
12,041
-622
324
$244K 0.05%
3,466
+714
325
$243K 0.05%
14,966
-180
11 12
13
14 15