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
126
$618K 0.18%
19,995
-1,065
127
$617K 0.18%
4,779
+272
128
$616K 0.18%
7,378
+3,067
129
$593K 0.17%
5,896
+795
130
$581K 0.17%
1,879
+124
131
$563K 0.16%
2,838
-509
132
$555K 0.16%
9,053
-908
133
$552K 0.16%
4,196
+169
134
$552K 0.16%
2,223
+144
135
$550K 0.16%
35,383
+15,633
136
$536K 0.15%
4,050
+2,233
137
$534K 0.15%
14,196
-315
138
$532K 0.15%
+16,275
139
$532K 0.15%
+11,380
140
$523K 0.15%
4,028
-125
141
$523K 0.15%
1,375
-204
142
$518K 0.15%
4,398
+131
143
$517K 0.15%
3,710
+1,099
144
$516K 0.15%
12,520
+2,668
145
$505K 0.15%
1,548
-22
146
$504K 0.15%
7,065
-77
147
$497K 0.14%
16,095
-450
148
$489K 0.14%
3,130
-340
149
$485K 0.14%
14,660
-135
150
$484K 0.14%
20,353
-253
4 5
6
7 8