1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
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
+$3.16M
2
+$2.14M
3
+$1.91M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.56M

Top Sells

1
+$4.05M
2
+$2.36M
3
+$1.61M
4
FCX icon
Freeport-McMoran
FCX
+$1.13M
5
AAPL icon
Apple
AAPL
+$917K

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
HON icon
276
Honeywell
HON
$137B
$470K 0.05%
2,411
+623
EWX icon
277
SPDR S&P Emerging Markets Small Cap ETF
EWX
$768M
$464K 0.05%
7,060
-20
U icon
278
Unity
U
$18.8B
$462K 0.05%
10,461
+20
DVY icon
279
iShares Select Dividend ETF
DVY
$21.8B
$461K 0.05%
3,264
-3
IFRA icon
280
iShares US Infrastructure ETF
IFRA
$3.44B
$453K 0.05%
8,612
+910
FDX icon
281
FedEx
FDX
$73.6B
$451K 0.05%
1,562
+3
LOW icon
282
Lowe's Companies
LOW
$155B
$451K 0.05%
1,869
-394
FDVV icon
283
Fidelity High Dividend ETF
FDVV
$8.16B
$450K 0.05%
7,935
-270
VO icon
284
Vanguard Mid-Cap ETF
VO
$94.7B
$444K 0.05%
1,529
-19
ETG
285
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.77B
$439K 0.05%
19,016
-1,102
SLVR
286
Sprott Silver Miners & Physical Silver ETF
SLVR
$797M
$438K 0.05%
+7,842
AI icon
287
C3.ai
AI
$1.9B
$437K 0.05%
32,412
+11,138
KD icon
288
Kyndryl
KD
$6.18B
$429K 0.05%
16,144
-304
IBKR icon
289
Interactive Brokers
IBKR
$32.8B
$426K 0.05%
6,630
-1,335
ED icon
290
Consolidated Edison
ED
$37B
$424K 0.05%
4,270
-61
KMI icon
291
Kinder Morgan
KMI
$61B
$421K 0.05%
15,326
-1,289
UNH icon
292
UnitedHealth
UNH
$307B
$421K 0.05%
1,275
+68
NIO icon
293
NIO
NIO
$11.7B
$418K 0.05%
82,027
-3,627
AVXL icon
294
Anavex Life Sciences
AVXL
$433M
$418K 0.05%
117,380
+74,345
F icon
295
Ford
F
$55B
$418K 0.05%
31,831
-952
SPOT icon
296
Spotify
SPOT
$105B
$411K 0.05%
708
+96
FANG icon
297
Diamondback Energy
FANG
$43.2B
$410K 0.05%
2,725
+78
LEO
298
BNY Mellon Strategic Municipals
LEO
$401M
$406K 0.05%
63,875
-1,092
MMM icon
299
3M
MMM
$90.9B
$402K 0.05%
2,512
-50
IGLD icon
300
FT Vest Gold Strategy Target Income ETF
IGLD
$500M
$401K 0.05%
16,028
+2,317
10 11
12
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