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
76
$1.64M 0.36%
9,308
+326
77
$1.63M 0.36%
4,010
-152
78
$1.58M 0.35%
65,547
+17,336
79
$1.57M 0.35%
10,618
+438
80
$1.56M 0.34%
3,805
-135
81
$1.55M 0.34%
26,758
+873
82
$1.53M 0.34%
2,433
+128
83
$1.53M 0.34%
29,219
+2,597
84
$1.49M 0.33%
2,441
-39
85
$1.48M 0.33%
97,749
-967
86
$1.48M 0.33%
15,285
-273
87
$1.46M 0.32%
13,840
-25
88
$1.45M 0.32%
6,431
+88
89
$1.44M 0.32%
25,410
+630
90
$1.4M 0.31%
62,145
-2,925
91
$1.36M 0.3%
23,373
+556
92
$1.33M 0.29%
4,888
-160
93
$1.32M 0.29%
38,147
+324
94
$1.3M 0.29%
63,102
-470
95
$1.3M 0.29%
67,140
+2,002
96
$1.27M 0.28%
19,582
+17,036
97
$1.27M 0.28%
13,883
+530
98
$1.22M 0.27%
22,316
+1,715
99
$1.17M 0.26%
130,145
-1,371
100
$1.16M 0.25%
22,771
-1,443
2 3
4
5 6