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
$821M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.67M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.38M
5
KR icon
Kroger
KR
+$1.31M

Top Sells

1
+$1.32M
2
+$1.2M
3
+$897K
4
OC icon
Owens Corning
OC
+$782K
5
UAL icon
United Airlines
UAL
+$781K

Sector Composition

1 Technology 29.42%
2 Consumer Discretionary 8.55%
3 Healthcare 7.14%
4 Financials 5.87%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
226
SPDR S&P 500 ETF Trust
SPY
$700B
$655K 0.08%
983
-10
FSLY icon
227
Fastly
FSLY
$1.74B
$653K 0.08%
76,361
+52
NIO icon
228
NIO
NIO
$13.9B
$653K 0.08%
85,654
-3,973
SHEL icon
229
Shell
SHEL
$211B
$642K 0.08%
8,978
-422
XLK icon
230
Technology Select Sector SPDR Fund
XLK
$93.6B
$634K 0.08%
2,250
-1,126
NUGT icon
231
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.16B
$632K 0.08%
4,093
-268
JD icon
232
JD.com
JD
$42.3B
$632K 0.08%
18,059
+1,361
FOXA icon
233
Fox Class A
FOXA
$29.1B
$630K 0.08%
9,985
+428
ELAN icon
234
Elanco Animal Health
ELAN
$11.6B
$625K 0.08%
31,046
-6,774
ABBV icon
235
AbbVie
ABBV
$402B
$622K 0.08%
2,686
+310
SU icon
236
Suncor Energy
SU
$53.8B
$609K 0.07%
14,564
-1,830
IJH icon
237
iShares Core S&P Mid-Cap ETF
IJH
$101B
$602K 0.07%
9,231
+460
XYZ
238
Block Inc
XYZ
$40.6B
$593K 0.07%
8,201
+361
WDS icon
239
Woodside Energy
WDS
$31.1B
$590K 0.07%
39,220
+5,251
CB icon
240
Chubb
CB
$117B
$582K 0.07%
2,062
+120
PSEC icon
241
Prospect Capital
PSEC
$1.24B
$580K 0.07%
211,039
+127,200
LOW icon
242
Lowe's Companies
LOW
$136B
$569K 0.07%
2,263
+105
AZN icon
243
AstraZeneca
AZN
$287B
$566K 0.07%
7,374
-72
PYPL icon
244
PayPal
PYPL
$58.7B
$564K 0.07%
8,405
-26
VXUS icon
245
Vanguard Total International Stock ETF
VXUS
$111B
$562K 0.07%
7,654
-26
KMX icon
246
CarMax
KMX
$5.68B
$556K 0.07%
+12,393
SCCO icon
247
Southern Copper
SCCO
$110B
$548K 0.07%
4,554
+240
IBKR icon
248
Interactive Brokers
IBKR
$29B
$548K 0.07%
7,965
-3
BSX icon
249
Boston Scientific
BSX
$151B
$543K 0.07%
5,564
-467
MYD icon
250
BlackRock MuniYield Fund
MYD
$476M
$535K 0.07%
50,695
+2,900
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