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
126
$766K 0.17%
8,040
+496
127
$759K 0.17%
4,854
+304
128
$756K 0.17%
55,585
+34,239
129
$736K 0.16%
3,786
-90
130
$725K 0.16%
4,652
131
$720K 0.16%
9,955
+5
132
$713K 0.16%
1,033
+288
133
$683K 0.15%
13,243
+80
134
$682K 0.15%
1,235
+59
135
$672K 0.15%
18,052
+275
136
$666K 0.15%
3,344
+693
137
$664K 0.15%
1,883
138
$645K 0.14%
8,955
+4,746
139
$643K 0.14%
9,996
+5,064
140
$642K 0.14%
7,886
-23
141
$629K 0.14%
16,209
-880
142
$628K 0.14%
7,209
+164
143
$625K 0.14%
12,216
144
$615K 0.14%
3,343
+17
145
$612K 0.13%
5,460
-577
146
$601K 0.13%
1,343
+20
147
$598K 0.13%
1,798
-129
148
$597K 0.13%
6,235
-327
149
$592K 0.13%
32,074
-3,126
150
$587K 0.13%
2,466
-19
4 5
6
7 8