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
$403M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.53M
3
+$1.51M
4
IFF icon
International Flavors & Fragrances
IFF
+$1.35M
5
QCOM icon
Qualcomm
QCOM
+$1.11M

Top Sells

1
+$1.14M
2
+$953K
3
+$852K
4
QLD icon
ProShares Ultra QQQ
QLD
+$712K
5
SSO icon
ProShares Ultra S&P500
SSO
+$532K

Sector Composition

1 Technology 23.72%
2 Consumer Discretionary 11.18%
3 Healthcare 8.2%
4 Industrials 6.84%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$333K 0.08%
6,692
-304
227
$332K 0.08%
1,975
+279
228
$332K 0.08%
243
+118
229
$331K 0.08%
1,932
-94
230
$330K 0.08%
+12,450
231
$330K 0.08%
+6,060
232
$326K 0.08%
3,651
-550
233
$325K 0.08%
6,031
-30
234
$324K 0.08%
+7,018
235
$322K 0.08%
1,287
-518
236
$322K 0.08%
4,991
+540
237
$320K 0.08%
4,300
+167
238
$318K 0.08%
1,072
-132
239
$317K 0.08%
8,292
+92
240
$316K 0.08%
4,843
-63
241
$316K 0.08%
+9,723
242
$310K 0.08%
661
+3
243
$310K 0.08%
26,055
-3,852
244
$307K 0.08%
+6,236
245
$305K 0.08%
+2,983
246
$303K 0.08%
1,144
-61
247
$302K 0.07%
+508
248
$301K 0.07%
5,240
-235
249
$300K 0.07%
+3,845
250
$300K 0.07%
23,846
+785
8 9
10
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