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
176
$497K 0.11%
6,872
-116
177
$496K 0.11%
1,229
+34
178
$495K 0.11%
14,127
-76
179
$491K 0.11%
+9,819
180
$489K 0.11%
8,985
-85
181
$486K 0.11%
8,110
+260
182
$483K 0.11%
6,437
-176
183
$481K 0.11%
725
+10
184
$478K 0.11%
+17,312
185
$478K 0.11%
12,380
-920
186
$477K 0.11%
11,385
-8,520
187
$476K 0.1%
2,390
+167
188
$473K 0.1%
11,044
-1,150
189
$473K 0.1%
1,535
-201
190
$472K 0.1%
3,973
-138
191
$471K 0.1%
11,433
192
$468K 0.1%
21,370
-413
193
$467K 0.1%
7,119
-107
194
$466K 0.1%
1,310
-14
195
$465K 0.1%
2,942
-20
196
$464K 0.1%
1,875
+15
197
$462K 0.1%
4,237
-926
198
$459K 0.1%
2,891
-68
199
$458K 0.1%
8,355
-1,150
200
$456K 0.1%
9,794
+107
6 7
8
9 10