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
201
$342K 0.1%
658
-73
202
$338K 0.1%
3,497
-1,149
203
$334K 0.1%
33,318
+699
204
$333K 0.1%
1,437
-185
205
$331K 0.1%
7,210
-59
206
$328K 0.09%
957
+247
207
$321K 0.09%
1,566
-29
208
$316K 0.09%
1,903
+10
209
$315K 0.09%
2,509
-60
210
$315K 0.09%
+11,466
211
$313K 0.09%
4,086
-86
212
$312K 0.09%
8,222
-2,929
213
$310K 0.09%
3,327
214
$309K 0.09%
+746
215
$308K 0.09%
2,380
-729
216
$307K 0.09%
8,200
-172
217
$307K 0.09%
1,064
-58
218
$306K 0.09%
13,772
-400
219
$306K 0.09%
6,061
+927
220
$306K 0.09%
+4,906
221
$305K 0.09%
1,205
-60
222
$304K 0.09%
+4,777
223
$304K 0.09%
+9,787
224
$299K 0.09%
1,204
-45
225
$295K 0.09%
+8,124
7 8
9
10 11