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
276
$275K 0.07%
1,198
+326
277
$274K 0.07%
2,666
-74
278
$273K 0.07%
1,181
-63
279
$273K 0.07%
985
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280
$271K 0.07%
+7,597
281
$268K 0.07%
2,700
+385
282
$268K 0.07%
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283
$268K 0.07%
10,107
+1,460
284
$267K 0.07%
1,253
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285
$267K 0.07%
3,568
-518
286
$263K 0.07%
1,174
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287
$263K 0.07%
2,614
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288
$262K 0.07%
+1,614
289
$260K 0.06%
+5,375
290
$259K 0.06%
+2,753
291
$259K 0.06%
9,294
292
$256K 0.06%
617
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293
$256K 0.06%
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294
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295
$253K 0.06%
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296
$253K 0.06%
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-186
297
$252K 0.06%
+2,021
298
$248K 0.06%
1,835
-2,050
299
$247K 0.06%
2,801
-777
300
$244K 0.06%
+2,151