1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
1
$26.1M 7.52%
120,432
+9,662
2
$14.2M 4.09%
90,840
+19,120
3
$13.8M 3.99%
108,216
+15,902
4
$7.22M 2.08%
51,175
-968
5
$5.91M 1.71%
62,173
+924
6
$5.15M 1.48%
112,611
-4,779
7
$4.98M 1.44%
48,544
+1,856
8
$4.95M 1.43%
59,825
-1,746
9
$4.8M 1.38%
75,043
-732
10
$4.71M 1.36%
18,057
+9,379
11
$4.51M 1.3%
54,255
-330
12
$4.17M 1.2%
14,805
+9,705
13
$4.11M 1.19%
64,709
-1,382
14
$4.03M 1.16%
130,393
+481
15
$3.95M 1.14%
11,141
-35
16
$3.94M 1.14%
302,520
+200,400
17
$3.92M 1.13%
73,278
-732
18
$3.51M 1.01%
71,596
+3,317
19
$3.36M 0.97%
+15,843
20
$3.26M 0.94%
71,050
+17,600
21
$3.18M 0.92%
15,090
+537
22
$3.08M 0.89%
34,480
-280
23
$3.04M 0.88%
42,906
-1,654
24
$2.98M 0.86%
18,287
+210
25
$2.96M 0.85%
43,786
-1,713
1
2 3 4 5