1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
1-Year Return
25.94%
This Quarter Return
+10.84%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$430M
AUM Growth
+$4.58M
(+1.1%)
Cap. Flow
+$1.16M
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
24.5%
Holding
390
New
24
Increased
175
Reduced
150
Closed
25
Top Buys
| 1 |
ProShares Ultra QQQ
QLD
|
$2.08M |
| 2 |
ProShares Ultra S&P500
SSO
|
$753K |
| 3 |
Allegiant Air
ALGT
|
$727K |
| 4 |
Cummins
CMI
|
$441K |
| 5 |
Everest Group
EG
|
$366K |
Top Sells
| 1 |
KraneShares CSI China Internet ETF
KWEB
|
$1.2M |
| 2 |
Pinduoduo
PDD
|
$680K |
| 3 |
Corning
GLW
|
$660K |
| 4 |
Applied Materials
AMAT
|
$651K |
| 5 |
SGI
Somnigroup International Inc.
SGI
|
$604K |
Sector Composition
| 1 | Technology | 26.23% |
| 2 | Consumer Discretionary | 9.59% |
| 3 | Healthcare | 7.99% |
| 4 | Industrials | 6.81% |
| 5 | Communication Services | 5.35% |
