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
326
$240K 0.05%
4,518
+50
327
$236K 0.05%
+1,326
328
$236K 0.05%
1,296
+10
329
$236K 0.05%
4,543
330
$235K 0.05%
1,446
-2
331
$235K 0.05%
1,840
-30
332
$234K 0.05%
47,200
-1,130
333
$233K 0.05%
+12,199
334
$233K 0.05%
7,748
+262
335
$232K 0.05%
+4,719
336
$231K 0.05%
20,874
+92
337
$231K 0.05%
1,392
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338
$230K 0.05%
3,326
-46
339
$230K 0.05%
3,644
+32
340
$229K 0.05%
929
-5
341
$228K 0.05%
1,391
-45
342
$228K 0.05%
15,112
+4,567
343
$227K 0.05%
+540
344
$225K 0.05%
2,745
-8
345
$225K 0.05%
4,402
-300
346
$222K 0.05%
+1,290
347
$221K 0.05%
3,366
+36
348
$218K 0.05%
7,422
-102
349
$218K 0.05%
5,132
+27
350
$216K 0.05%
809
-3
12 13
14
15 16