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
376
$49K 0.01%
11,018
+975
377
$23K 0.01%
400
378
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379
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-7,566
380
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381
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382
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384
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385
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387
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388
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-35,753
389
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390
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-4,957
391
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-5,445
392
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-7,269
393
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-11,297
394
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