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
$821M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$1.67M
3 +$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.38M
5
KR icon
Kroger
KR
+$1.31M

Top Sells

1 +$1.32M
2 +$1.2M
3 +$897K
4
OC icon
Owens Corning
OC
+$782K
5
UAL icon
United Airlines
UAL
+$781K

Sector Composition

1 Technology 29.42%
2 Consumer Discretionary 8.55%
3 Healthcare 7.14%
4 Financials 5.87%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HCA icon
301
HCA Healthcare
HCA
$116B
$401K 0.05%
940
-25
TSLL icon
302
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.43B
$400K 0.05%
18,942
-7,395
LIN icon
303
Linde
LIN
$192B
$398K 0.05%
838
-53
MMM icon
304
3M
MMM
$91.4B
$398K 0.05%
2,562
-3,734
F icon
305
Ford
F
$52.9B
$392K 0.05%
32,783
-285
MASI icon
306
Masimo
MASI
$7.65B
$387K 0.05%
2,620
-94
PGR icon
307
Progressive
PGR
$134B
$385K 0.05%
1,560
-587
IWM icon
308
iShares Russell 2000 ETF
IWM
$70.4B
$384K 0.05%
1,586
-109
AVXL icon
309
Anavex Life Sciences
AVXL
$342M
$383K 0.05%
43,035
-1,015
ESTC icon
310
Elastic
ESTC
$7.43B
$382K 0.05%
4,519
-1,278
VGT icon
311
Vanguard Information Technology ETF
VGT
$113B
$380K 0.05%
509
+1
FANG icon
312
Diamondback Energy
FANG
$43.7B
$379K 0.05%
+2,647
WDAY icon
313
Workday
WDAY
$56.7B
$378K 0.05%
1,571
+3
LNG icon
314
Cheniere Energy
LNG
$44.9B
$377K 0.05%
1,602
+17
HON icon
315
Honeywell
HON
$122B
$376K 0.05%
1,788
-73
URI icon
316
United Rentals
URI
$51.9B
$373K 0.05%
391
-116
BMBL icon
317
Bumble
BMBL
$400M
$371K 0.05%
60,966
-1,105
AI icon
318
C3.ai
AI
$1.99B
$369K 0.04%
+21,274
TTE icon
319
TotalEnergies
TTE
$142B
$369K 0.04%
6,174
+247
FDX icon
320
FedEx
FDX
$65B
$368K 0.04%
1,559
-27
VCIT icon
321
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.8B
$366K 0.04%
4,347
-337
DFAC icon
322
Dimensional US Core Equity 2 ETF
DFAC
$39.8B
$365K 0.04%
9,468
+2,662
CSX icon
323
CSX Corp
CSX
$65.8B
$365K 0.04%
10,267
-617
SONY icon
324
Sony
SONY
$175B
$364K 0.04%
12,645
-866
HOOD icon
325
Robinhood
HOOD
$116B
$360K 0.04%
2,515
+129