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
$717M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.61M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$918K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$910K

Top Sells

1
+$2.92M
2
+$651K
3
+$644K
4
AVGO icon
Broadcom
AVGO
+$627K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$577K

Sector Composition

1 Technology 29.29%
2 Consumer Discretionary 8.49%
3 Healthcare 6.89%
4 Financials 6.29%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
251
Thermo Fisher Scientific
TMO
$215B
$473K 0.07%
1,166
+13
JOE icon
252
St. Joe Company
JOE
$3.38B
$468K 0.07%
9,805
+3,374
GIS icon
253
General Mills
GIS
$25B
$467K 0.07%
9,023
+1,196
DE icon
254
Deere & Co
DE
$126B
$466K 0.07%
917
-28
DVY icon
255
iShares Select Dividend ETF
DVY
$20.6B
$464K 0.06%
3,497
+2
WFC icon
256
Wells Fargo
WFC
$270B
$459K 0.06%
5,730
-106
MASI icon
257
Masimo
MASI
$7.69B
$457K 0.06%
2,714
-43
SILJ icon
258
Amplify Junior Silver Miners ETF
SILJ
$2.39B
$456K 0.06%
30,783
+6,485
GT icon
259
Goodyear
GT
$2.17B
$455K 0.06%
43,895
+12,487
SHY icon
260
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$450K 0.06%
5,432
-216
UWMC icon
261
UWM Holdings
UWMC
$1.34B
$446K 0.06%
107,822
+40,314
RACE icon
262
Ferrari
RACE
$73.4B
$446K 0.06%
909
-67
NVDL icon
263
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.84B
$446K 0.06%
+6,328
ED icon
264
Consolidated Edison
ED
$35.6B
$443K 0.06%
4,415
-416
IBKR icon
265
Interactive Brokers
IBKR
$31.4B
$442K 0.06%
7,968
+4
ABBV icon
266
AbbVie
ABBV
$387B
$441K 0.06%
2,376
-150
HON icon
267
Honeywell
HON
$123B
$433K 0.06%
1,861
-1
AXON icon
268
Axon Enterprise
AXON
$47.5B
$430K 0.06%
519
+135
FDVV icon
269
Fidelity High Dividend ETF
FDVV
$6.94B
$429K 0.06%
8,255
-94
SCCO icon
270
Southern Copper
SCCO
$111B
$428K 0.06%
4,278
-50
THC icon
271
Tenet Healthcare
THC
$18B
$427K 0.06%
2,428
VO icon
272
Vanguard Mid-Cap ETF
VO
$87.5B
$425K 0.06%
1,518
-2
EWX icon
273
SPDR S&P Emerging Markets Small Cap ETF
EWX
$775M
$423K 0.06%
6,827
+265
LIN icon
274
Linde
LIN
$196B
$418K 0.06%
891
+116
EEM icon
275
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$417K 0.06%
8,644
+200
9 10
11
12 13