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
101
$877K 0.25%
+3,950
102
$872K 0.25%
6,638
-452
103
$866K 0.25%
+70,384
104
$837K 0.24%
5,146
+235
105
$834K 0.24%
+28,260
106
$819K 0.24%
4,747
+1,034
107
$814K 0.23%
9,452
+522
108
$804K 0.23%
+6,462
109
$800K 0.23%
19,407
+13,733
110
$796K 0.23%
2,704
+421
111
$776K 0.22%
4,727
+50
112
$760K 0.22%
+1,989
113
$753K 0.22%
4,321
+1,261
114
$717K 0.21%
21,867
+1,034
115
$712K 0.21%
+13,603
116
$712K 0.21%
+12,184
117
$706K 0.2%
14,544
+2,274
118
$705K 0.2%
1,832
-52
119
$702K 0.2%
15,224
-545
120
$689K 0.2%
15,316
+7,722
121
$649K 0.19%
17,474
-970
122
$634K 0.18%
2,442
+906
123
$629K 0.18%
9,874
-635
124
$628K 0.18%
1,986
+185
125
$622K 0.18%
1,132
+19
3 4
5
6 7