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
176
$402K 0.12%
7,635
+240
177
$401K 0.12%
22,122
-408
178
$401K 0.12%
+3,271
179
$399K 0.12%
4,530
-526
180
$398K 0.11%
4,525
+1,448
181
$398K 0.11%
3,238
+140
182
$395K 0.11%
5,886
-178
183
$392K 0.11%
1,805
-14
184
$392K 0.11%
1,513
-11
185
$391K 0.11%
12,185
+1,054
186
$390K 0.11%
2,407
-78
187
$389K 0.11%
4,938
-121
188
$389K 0.11%
+1,552
189
$387K 0.11%
4,201
+161
190
$386K 0.11%
5,146
-3,268
191
$383K 0.11%
4,605
-311
192
$380K 0.11%
18,595
+1,175
193
$374K 0.11%
+3,409
194
$372K 0.11%
+5,814
195
$367K 0.11%
901
196
$360K 0.1%
5,187
197
$353K 0.1%
+2,017
198
$348K 0.1%
1,614
-35
199
$346K 0.1%
12,781
+1,155
200
$342K 0.1%
4,133
-419
6 7
8
9 10