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
251
$297K 0.07%
2,263
+515
252
$296K 0.07%
1,596
-144
253
$295K 0.07%
+6,625
254
$295K 0.07%
1,196
-241
255
$292K 0.07%
+5,526
256
$292K 0.07%
1,797
257
$291K 0.07%
+13,025
258
$291K 0.07%
2,191
-189
259
$288K 0.07%
3,566
+1,153
260
$288K 0.07%
1,106
+64
261
$287K 0.07%
2,450
-115
262
$284K 0.07%
3,337
+65
263
$283K 0.07%
1,345
+33
264
$283K 0.07%
+4,134
265
$283K 0.07%
949
-668
266
$282K 0.07%
+7,965
267
$282K 0.07%
+1,306
268
$282K 0.07%
2,972
-304
269
$281K 0.07%
+873
270
$281K 0.07%
+2,114
271
$280K 0.07%
+5,930
272
$280K 0.07%
1,478
-74
273
$280K 0.07%
2,415
+201
274
$278K 0.07%
1,235
-203
275
$277K 0.07%
34,471
+13,340
9 10
11
12 13