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
26
$3.89M 0.86%
75,104
+315
27
$3.5M 0.77%
206,150
+75,055
28
$3.43M 0.76%
9,387
+1,485
29
$3.41M 0.75%
15,568
+10,589
30
$3.14M 0.69%
14,451
-20
31
$2.99M 0.66%
39,381
-1,219
32
$2.98M 0.66%
39,326
-1,297
33
$2.85M 0.63%
22,336
+295
34
$2.8M 0.62%
17,341
+315
35
$2.75M 0.61%
13,243
+159
36
$2.73M 0.6%
24,953
-339
37
$2.71M 0.6%
16,247
+149
38
$2.68M 0.59%
19,381
+114
39
$2.67M 0.59%
29,399
+404
40
$2.66M 0.59%
56,796
+1,353
41
$2.58M 0.57%
95,488
+8,525
42
$2.48M 0.55%
19,075
+1,126
43
$2.47M 0.54%
4,234
+19
44
$2.45M 0.54%
10,611
+343
45
$2.43M 0.54%
30,021
-132
46
$2.4M 0.53%
17,485
+268
47
$2.37M 0.52%
6,770
-18
48
$2.36M 0.52%
10,226
-312
49
$2.35M 0.52%
5,488
+126
50
$2.31M 0.51%
88,214
-1,597
1
2
3 4 5