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
26
$2.8M 0.81%
57,331
+38,957
27
$2.51M 0.72%
4,946
-142
28
$2.49M 0.72%
23,751
+146
29
$2.47M 0.71%
51,669
+1,539
30
$2.38M 0.69%
20,152
+1,590
31
$2.34M 0.68%
107,049
+19,501
32
$2.31M 0.67%
24,441
-891
33
$2.2M 0.63%
15,920
+1,217
34
$2.15M 0.62%
10,652
-119
35
$2.14M 0.62%
17,375
+6,898
36
$2.14M 0.62%
+36,551
37
$2.12M 0.61%
72,335
+5,298
38
$2.09M 0.6%
23,360
+16,560
39
$2.08M 0.6%
10,469
+190
40
$2.07M 0.6%
11,992
+104
41
$2.06M 0.6%
+12,573
42
$2.05M 0.59%
7,490
+124
43
$2.04M 0.59%
5,986
+1,921
44
$1.99M 0.57%
619,025
+119,533
45
$1.99M 0.57%
25,004
+374
46
$1.96M 0.57%
5,572
+55
47
$1.96M 0.56%
40,050
+2,795
48
$1.83M 0.53%
26,359
+13,035
49
$1.81M 0.52%
24,033
+902
50
$1.8M 0.52%
30,478
+368
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