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
MBB icon
226
iShares MBS ETF
MBB
$39.2B
$716K 0.08%
7,524
-199
SPY icon
227
SPDR S&P 500 ETF Trust
SPY
$715B
$704K 0.08%
1,033
+50
UWMC icon
228
UWM Holdings
UWMC
$1.56B
$697K 0.08%
159,073
+45,829
CPNG icon
229
Coupang
CPNG
$38.8B
$695K 0.08%
29,478
+1,429
ELAN icon
230
Elanco Animal Health
ELAN
$12B
$694K 0.08%
30,664
-382
JOE icon
231
St. Joe Company
JOE
$3.78B
$693K 0.08%
11,681
+1,045
ETSY icon
232
Etsy
ETSY
$6.28B
$693K 0.08%
12,492
+1,015
VTV icon
233
Vanguard Value ETF
VTV
$164B
$685K 0.08%
3,586
-103
NOC icon
234
Northrop Grumman
NOC
$93.4B
$682K 0.08%
1,196
+55
B
235
Barrick Mining
B
$83.8B
$680K 0.08%
15,611
-110
IJH icon
236
iShares Core S&P Mid-Cap ETF
IJH
$109B
$675K 0.08%
10,231
+1,000
SU icon
237
Suncor Energy
SU
$58.8B
$675K 0.08%
15,208
+644
INCY icon
238
Incyte
INCY
$20.7B
$666K 0.08%
6,745
+829
SCCO icon
239
Southern Copper
SCCO
$150B
$660K 0.08%
4,599
+45
SHEL icon
240
Shell
SHEL
$208B
$654K 0.07%
8,899
-79
XLK icon
241
State Street Technology Select Sector SPDR ETF
XLK
$93.5B
$654K 0.07%
4,540
+40
MA icon
242
Mastercard
MA
$487B
$653K 0.07%
1,144
-84
UBER icon
243
Uber
UBER
$175B
$645K 0.07%
7,892
+177
VST icon
244
Vistra
VST
$61B
$634K 0.07%
3,932
+211
NUGT icon
245
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.36B
$617K 0.07%
3,354
-739
ULTA icon
246
Ulta Beauty
ULTA
$29.5B
$602K 0.07%
996
+20
MO icon
247
Altria Group
MO
$103B
$600K 0.07%
10,399
-135
BSX icon
248
Boston Scientific
BSX
$133B
$595K 0.07%
6,245
+681
LNC icon
249
Lincoln National
LNC
$7.89B
$588K 0.07%
13,193
-72
VXUS icon
250
Vanguard Total International Stock ETF
VXUS
$126B
$586K 0.07%
7,772
+118
8 9
10
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