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
76
$1.31M 0.38%
6,029
+284
77
$1.3M 0.37%
2,842
-166
78
$1.29M 0.37%
5,117
-454
79
$1.27M 0.37%
8,398
-71
80
$1.24M 0.36%
4,159
+571
81
$1.21M 0.35%
+9,671
82
$1.2M 0.35%
23,077
+2,292
83
$1.19M 0.34%
57,406
+281
84
$1.14M 0.33%
+12,652
85
$1.14M 0.33%
50,891
+5,604
86
$1.14M 0.33%
19,964
+3,835
87
$1.13M 0.33%
13,120
-682
88
$1.13M 0.32%
164,367
+141,367
89
$1.11M 0.32%
70,082
+1,568
90
$1.1M 0.32%
3,152
-18
91
$1.08M 0.31%
8,090
-167
92
$1.08M 0.31%
2,148
+37
93
$1.07M 0.31%
9,723
+595
94
$1.06M 0.31%
+46,993
95
$1.05M 0.3%
5,084
-294
96
$989K 0.29%
5,789
-220
97
$953K 0.27%
2,693
+144
98
$927K 0.27%
10,945
+3,679
99
$923K 0.27%
133,974
+1,719
100
$901K 0.26%
7,070
+245
2 3
4
5 6