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
51
$2.29M 0.5%
41,378
+859
52
$2.28M 0.5%
12,504
-2,094
53
$2.22M 0.49%
2,449
+23
54
$2.2M 0.48%
20,822
-403
55
$2.18M 0.48%
12,377
+447
56
$2.17M 0.48%
14,903
+389
57
$2.16M 0.48%
17,021
-553
58
$2.14M 0.47%
27,331
+1,664
59
$2.08M 0.46%
7,126
+54
60
$2.07M 0.46%
38,374
+781
61
$1.96M 0.43%
195,885
+13,128
62
$1.95M 0.43%
64,364
-744
63
$1.93M 0.43%
46,565
-431
64
$1.91M 0.42%
49,460
+6,234
65
$1.9M 0.42%
22,141
+434
66
$1.86M 0.41%
14,138
+11
67
$1.79M 0.39%
4,524
+246
68
$1.79M 0.39%
12,138
+460
69
$1.73M 0.38%
4,901
+74
70
$1.72M 0.38%
54,149
+764
71
$1.71M 0.38%
6,005
+161
72
$1.7M 0.37%
25,906
+619
73
$1.7M 0.37%
44,967
-2,522
74
$1.66M 0.37%
7,814
+229
75
$1.65M 0.36%
26,475
+1,364
1 2
3
4 5