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
KO icon
251
Coca-Cola
KO
$345B
$582K 0.07%
8,323
+796
AGQ icon
252
ProShares Ultra Silver
AGQ
$2.7B
$575K 0.07%
3,706
-2,202
PH icon
253
Parker-Hannifin
PH
$128B
$573K 0.07%
652
+12
LITE icon
254
Lumentum
LITE
$55.9B
$556K 0.06%
1,509
-83
XYZ
255
Block Inc
XYZ
$39.2B
$556K 0.06%
8,542
+341
GIS icon
256
General Mills
GIS
$24.1B
$556K 0.06%
11,947
+2,225
NTNX icon
257
Nutanix
NTNX
$10.9B
$553K 0.06%
10,702
+378
MYD
258
DELISTED
BlackRock MuniYield Fund
MYD
$551K 0.06%
52,495
+1,800
SLV icon
259
iShares Silver Trust
SLV
$46.5B
$550K 0.06%
8,533
+1,189
JD icon
260
JD.com
JD
$37.4B
$542K 0.06%
18,895
+836
VSS icon
261
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$540K 0.06%
3,768
+479
PHYS icon
262
Sprott Physical Gold
PHYS
$19.6B
$540K 0.06%
+16,355
EOG icon
263
EOG Resources
EOG
$69B
$529K 0.06%
5,035
+1,838
SYF icon
264
Synchrony
SYF
$23.9B
$523K 0.06%
6,271
+544
SHY icon
265
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$521K 0.06%
6,293
-89
MCD icon
266
McDonald's
MCD
$238B
$517K 0.06%
1,692
+19
PYPL icon
267
PayPal
PYPL
$42B
$513K 0.06%
8,783
+378
DIS icon
268
Walt Disney
DIS
$185B
$509K 0.06%
4,477
-80
APO icon
269
Apollo Global Management
APO
$61.6B
$501K 0.06%
+3,462
SWKS icon
270
Skyworks Solutions
SWKS
$8.86B
$497K 0.06%
7,839
-870
THC icon
271
Tenet Healthcare
THC
$20.4B
$482K 0.05%
2,428
WMB icon
272
Williams Companies
WMB
$93.2B
$482K 0.05%
8,018
-8,567
TMO icon
273
Thermo Fisher Scientific
TMO
$191B
$480K 0.05%
828
-57
EEM icon
274
iShares MSCI Emerging Markets ETF
EEM
$29B
$475K 0.05%
8,674
+30
TDW icon
275
Tidewater
TDW
$3.96B
$474K 0.05%
9,382
+427
9 10
11
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