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
351
$214K 0.05%
+761
352
$213K 0.05%
4,338
-109
353
$210K 0.05%
1,636
-580
354
$208K 0.05%
16,736
+64
355
$208K 0.05%
1,463
-624
356
$205K 0.05%
718
357
$204K 0.04%
+2,151
358
$203K 0.04%
19,887
-609
359
$202K 0.04%
1,964
360
$201K 0.04%
+918
361
$190K 0.04%
+10,000
362
$182K 0.04%
+29,556
363
$181K 0.04%
11,321
364
$179K 0.04%
20,700
+124
365
$170K 0.04%
10,456
+141
366
$161K 0.04%
+11,640
367
$158K 0.03%
11,989
-115
368
$156K 0.03%
2,857
+714
369
$152K 0.03%
+10,258
370
$143K 0.03%
+176
371
$143K 0.03%
24,290
-500
372
$115K 0.03%
+11,767
373
$101K 0.02%
10,439
374
$95K 0.02%
+15,000
375
$68K 0.02%
2,750
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15
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