1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
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
+$2.98M
2
+$2.09M
3
+$2.07M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.68M

Top Sells

1
+$4.05M
2
+$2.26M
3
+$1.62M
4
FCX icon
Freeport-McMoran
FCX
+$967K
5
AAPL icon
Apple
AAPL
+$905K

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
MBB icon
226
iShares MBS ETF
MBB
$39.5B
$716K 0.08%
7,524
-199
SPY icon
227
State Street SPDR S&P 500 ETF Trust
SPY
$695B
$704K 0.08%
1,033
+50
UWMC icon
228
UWM Holdings
UWMC
$1.25B
$697K 0.08%
159,073
+45,829
CPNG icon
229
Coupang
CPNG
$36.2B
$695K 0.08%
29,478
+1,429
ELAN icon
230
Elanco Animal Health
ELAN
$13B
$694K 0.08%
30,664
-382
JOE icon
231
St. Joe Company
JOE
$4.2B
$693K 0.08%
11,681
+1,045
ETSY icon
232
Etsy
ETSY
$5.33B
$693K 0.08%
12,492
+1,015
VTV icon
233
Vanguard Value ETF
VTV
$171B
$685K 0.08%
3,586
-103
NOC icon
234
Northrop Grumman
NOC
$109B
$682K 0.08%
1,196
+55
B
235
Barrick Mining
B
$84.7B
$680K 0.08%
15,611
-110
IJH icon
236
iShares Core S&P Mid-Cap ETF
IJH
$113B
$675K 0.08%
10,231
+1,000
SU icon
237
Suncor Energy
SU
$68.8B
$675K 0.08%
15,208
+644
INCY icon
238
Incyte
INCY
$19.9B
$666K 0.08%
6,745
+829
SCCO icon
239
Southern Copper
SCCO
$181B
$660K 0.08%
4,638
+45
SHEL icon
240
Shell
SHEL
$237B
$654K 0.07%
8,899
-79
XLK icon
241
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
$654K 0.07%
4,540
+40
MA icon
242
Mastercard
MA
$465B
$653K 0.07%
1,144
-84
UBER icon
243
Uber
UBER
$156B
$645K 0.07%
7,892
+177
VST icon
244
Vistra
VST
$56.2B
$634K 0.07%
3,932
+211
NUGT icon
245
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.69B
$617K 0.07%
3,354
-739
ULTA icon
246
Ulta Beauty
ULTA
$30B
$602K 0.07%
996
+20
MO icon
247
Altria Group
MO
$115B
$600K 0.07%
10,399
-135
BSX icon
248
Boston Scientific
BSX
$113B
$595K 0.07%
6,245
+681
LNC icon
249
Lincoln National
LNC
$6.56B
$588K 0.07%
13,193
-72
VXUS icon
250
Vanguard Total International Stock ETF
VXUS
$138B
$586K 0.07%
7,772
+118
8 9
10
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