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
151
$581K 0.13%
18,861
+40
152
$580K 0.13%
3,289
+24
153
$564K 0.12%
8,647
+215
154
$563K 0.12%
2,456
+1,476
155
$563K 0.12%
9,176
+96
156
$562K 0.12%
8,727
157
$562K 0.12%
16,440
-597
158
$556K 0.12%
4,173
159
$556K 0.12%
7,809
+32
160
$548K 0.12%
19,042
-210
161
$545K 0.12%
4,857
-30
162
$544K 0.12%
4,506
-53
163
$541K 0.12%
+4,000
164
$538K 0.12%
2,778
-97
165
$535K 0.12%
2,574
+475
166
$530K 0.12%
21,776
+144
167
$528K 0.12%
7,709
+1,927
168
$519K 0.11%
2,142
+2
169
$513K 0.11%
32,706
+5,480
170
$511K 0.11%
8,955
+1,499
171
$510K 0.11%
2,185
+69
172
$507K 0.11%
2,669
+69
173
$502K 0.11%
22,290
+150
174
$499K 0.11%
4,247
-5
175
$498K 0.11%
7,458
-5,024
5 6
7
8 9