1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
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
+$2.98M
2
+$2.09M
3
+$2.07M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.68M

Top Sells

1
+$4.05M
2
+$2.26M
3
+$1.62M
4
FCX icon
Freeport-McMoran
FCX
+$967K
5
AAPL icon
Apple
AAPL
+$905K

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
GOLD
301
Gold.com Inc
GOLD
$1.6B
$398K 0.05%
11,674
+889
DGRE icon
302
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$133M
$396K 0.05%
12,650
+150
DFAC icon
303
Dimensional US Core Equity 2 ETF
DFAC
$42.3B
$391K 0.04%
9,869
+401
ALLE icon
304
Allegion
ALLE
$13.9B
$391K 0.04%
+2,453
IEMG icon
305
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
$390K 0.04%
5,805
+1,063
MET icon
306
MetLife
MET
$48.1B
$390K 0.04%
4,942
-25
IWM icon
307
iShares Russell 2000 ETF
IWM
$74.5B
$388K 0.04%
1,578
-8
CRSP icon
308
CRISPR Therapeutics
CRSP
$5.79B
$384K 0.04%
7,327
+382
TD icon
309
Toronto Dominion Bank
TD
$165B
$382K 0.04%
4,059
-2,253
RXRX icon
310
Recursion Pharmaceuticals
RXRX
$1.89B
$381K 0.04%
93,201
+36,971
TSLL icon
311
Direxion Daily TSLA Bull 2X Shares
TSLL
$5B
$381K 0.04%
19,942
+1,000
HMC icon
312
Honda
HMC
$37.9B
$377K 0.04%
12,790
-894
NOK icon
313
Nokia
NOK
$45.9B
$376K 0.04%
58,140
-300
HSBC icon
314
HSBC
HSBC
$309B
$369K 0.04%
4,685
-371
APH icon
315
Amphenol
APH
$168B
$365K 0.04%
2,699
-70
HCA icon
316
HCA Healthcare
HCA
$118B
$364K 0.04%
780
-160
PGR icon
317
Progressive
PGR
$126B
$364K 0.04%
1,599
+39
QRVO icon
318
Qorvo
QRVO
$7.62B
$361K 0.04%
4,269
-284
TSBK icon
319
Timberland Bancorp
TSBK
$306M
$358K 0.04%
10,000
IVW icon
320
iShares S&P 500 Growth ETF
IVW
$64.3B
$357K 0.04%
2,899
-2
HUM icon
321
Humana
HUM
$22.1B
$357K 0.04%
1,395
+83
MPC icon
322
Marathon Petroleum
MPC
$61.7B
$357K 0.04%
2,196
+38
COP icon
323
ConocoPhillips
COP
$142B
$355K 0.04%
3,790
+177
NICE icon
324
Nice
NICE
$7.24B
$349K 0.04%
+3,088
ITOT icon
325
iShares Core S&P Total US Stock Market ETF
ITOT
$82.6B
$349K 0.04%
2,347
-43
11 12
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