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
51
$1.79M 0.52%
2,435
+184
52
$1.78M 0.51%
48,409
+4
53
$1.76M 0.51%
14,218
-110
54
$1.67M 0.48%
29,183
+6,767
55
$1.66M 0.48%
15,198
-1,256
56
$1.65M 0.48%
8,005
+105
57
$1.63M 0.47%
68,635
+220
58
$1.63M 0.47%
10,622
+1,460
59
$1.62M 0.47%
35,817
+565
60
$1.55M 0.45%
15,777
+541
61
$1.54M 0.44%
26,539
+1,336
62
$1.53M 0.44%
29,562
+2,093
63
$1.52M 0.44%
9,313
+5,411
64
$1.51M 0.44%
53,467
+493
65
$1.5M 0.43%
29,476
-203
66
$1.47M 0.43%
16,344
-172
67
$1.44M 0.42%
24,830
-4,270
68
$1.44M 0.42%
13,062
+2,266
69
$1.43M 0.41%
5,772
+794
70
$1.42M 0.41%
21,339
+1,090
71
$1.37M 0.4%
6,382
-1,233
72
$1.37M 0.4%
25,035
-117
73
$1.36M 0.39%
14,303
+189
74
$1.33M 0.38%
5,680
+54
75
$1.31M 0.38%
23,566
+1,313
1 2
3
4 5