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
$878M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.14M
3
+$1.91M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.56M

Top Sells

1
+$4.05M
2
+$2.36M
3
+$1.61M
4
FCX icon
Freeport-McMoran
FCX
+$1.13M
5
AAPL icon
Apple
AAPL
+$917K

Sector Composition

1 Technology 28.13%
2 Healthcare 8.3%
3 Consumer Discretionary 7.59%
4 Communication Services 5.66%
5 Financials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.41T
$52.2M 5.95%
108,023
-512
NVDA icon
2
NVIDIA
NVDA
$4.45T
$35.9M 4.09%
192,560
-1,149
AAPL icon
3
Apple
AAPL
$3.82T
$27.2M 3.09%
99,903
-3,372
AMZN icon
4
Amazon
AMZN
$2.53T
$22.1M 2.52%
95,822
+993
AVGO icon
5
Broadcom
AVGO
$1.61T
$20.5M 2.33%
59,146
-988
SLVP icon
6
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.01B
$18.2M 2.08%
532,173
+205
MNKD icon
7
MannKind Corp
MNKD
$1.72B
$16.8M 1.91%
2,958,944
+86,658
TSLA icon
8
Tesla
TSLA
$1.46T
$14.4M 1.64%
32,065
+488
RING icon
9
iShares MSCI Global Gold Miners ETF
RING
$3.29B
$12.7M 1.44%
172,149
-170
SGOL icon
10
abrdn Physical Gold Shares ETF
SGOL
$7.89B
$12.4M 1.41%
302,007
+4,272
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.05T
$12.1M 1.38%
38,673
+3,321
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.06T
$11.9M 1.35%
37,788
-39
SIVR icon
13
abrdn Physical Silver Shares ETF
SIVR
$6.9B
$11.1M 1.27%
164,812
+1,495
BCX icon
14
BlackRock Resources & Commodities Strategy Trust
BCX
$902M
$11M 1.26%
1,005,098
+130,100
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$11M 1.25%
203,763
+10,930
META icon
16
Meta Platforms (Facebook)
META
$1.55T
$10.8M 1.23%
16,317
+1,926
GRAL
17
GRAIL Inc
GRAL
$4.08B
$9.85M 1.12%
115,047
-3,814
GDX icon
18
VanEck Gold Miners ETF
GDX
$29.1B
$9.49M 1.08%
110,693
-1,167
VIG icon
19
Vanguard Dividend Appreciation ETF
VIG
$104B
$9.49M 1.08%
43,189
-1,263
VYM icon
20
Vanguard High Dividend Yield ETF
VYM
$71.2B
$8.86M 1.01%
61,741
-991
PATH icon
21
UiPath
PATH
$8.22B
$8.64M 0.98%
526,960
-10,212
TWLO icon
22
Twilio
TWLO
$18.7B
$7.98M 0.91%
56,123
-4,204
TSM icon
23
TSMC
TSM
$1.7T
$7.86M 0.89%
25,862
-472
WMT icon
24
Walmart Inc
WMT
$957B
$7.21M 0.82%
64,696
+2,609
DFAI icon
25
Dimensional International Core Equity Market ETF
DFAI
$13.3B
$7.06M 0.8%
185,335
+8,640
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