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
201
$454K 0.1%
11,996
-132
202
$453K 0.1%
6,008
-3
203
$450K 0.1%
10,331
-683
204
$449K 0.1%
4,396
-49
205
$448K 0.1%
16,448
+58
206
$448K 0.1%
621
+7
207
$444K 0.1%
20,553
-14,107
208
$442K 0.1%
6,073
+106
209
$439K 0.1%
3,113
-75
210
$434K 0.1%
8,348
-25
211
$433K 0.1%
1,400
-630
212
$432K 0.1%
16,081
+5,255
213
$425K 0.09%
2,720
-218
214
$423K 0.09%
2,621
-71
215
$417K 0.09%
+2,470
216
$414K 0.09%
5,450
+448
217
$413K 0.09%
15,587
-5
218
$411K 0.09%
1,930
-22
219
$408K 0.09%
9,863
+961
220
$405K 0.09%
7,012
+317
221
$404K 0.09%
1,139
-8
222
$403K 0.09%
1,226
+66
223
$403K 0.09%
6,696
+266
224
$401K 0.09%
11,788
+232
225
$399K 0.09%
2,486
+167
7 8
9
10 11