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
151
$484K 0.14%
9,935
+705
152
$479K 0.14%
13,110
-48
153
$477K 0.14%
5,235
+853
154
$477K 0.14%
8,639
+50
155
$472K 0.14%
+9,887
156
$465K 0.13%
3,885
+281
157
$462K 0.13%
1,617
+76
158
$461K 0.13%
+23,200
159
$459K 0.13%
8,313
-392
160
$455K 0.13%
6,147
-522
161
$455K 0.13%
5,449
+478
162
$452K 0.13%
2,159
+182
163
$452K 0.13%
2,829
-102
164
$451K 0.13%
3,044
+445
165
$449K 0.13%
2,148
+485
166
$448K 0.13%
8,061
+3,142
167
$441K 0.13%
3,105
-90
168
$440K 0.13%
3,832
-108
169
$434K 0.13%
8,325
+3,019
170
$429K 0.12%
7,837
-95
171
$428K 0.12%
4,232
-53
172
$423K 0.12%
+13,335
173
$420K 0.12%
2,973
-63
174
$411K 0.12%
1,924
+24
175
$409K 0.12%
2,107
+66
5 6
7
8 9