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
101
$1.15M 0.25%
33,878
+8,636
102
$1.14M 0.25%
4,264
-6
103
$1.14M 0.25%
+14,785
104
$1.11M 0.24%
9,637
+240
105
$1.1M 0.24%
9,972
+6,765
106
$1.1M 0.24%
9,828
+334
107
$1.06M 0.23%
21,832
-185
108
$1.04M 0.23%
7,207
+980
109
$1.03M 0.23%
45,746
+33,984
110
$1.02M 0.23%
19,989
+7,490
111
$1.01M 0.22%
11,759
+221
112
$1M 0.22%
4,967
-92
113
$999K 0.22%
6,044
-3,945
114
$985K 0.22%
5,971
-11
115
$962K 0.21%
5,725
-317
116
$954K 0.21%
20,565
+50
117
$906K 0.2%
2,717
+307
118
$886K 0.2%
8,402
-196
119
$874K 0.19%
3,959
+46
120
$859K 0.19%
9,449
121
$846K 0.19%
6,584
-92
122
$839K 0.18%
1,063
-9
123
$817K 0.18%
4,443
+67
124
$795K 0.18%
7,371
-173
125
$766K 0.17%
2,077
-35
3 4
5
6 7