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
301
$240K 0.06%
+5,519
302
$240K 0.06%
1,705
+25
303
$239K 0.06%
2,882
+297
304
$237K 0.06%
5,445
+5
305
$233K 0.06%
+7,509
306
$232K 0.06%
1,870
-2,528
307
$230K 0.06%
2,444
+185
308
$230K 0.06%
+1,304
309
$230K 0.06%
14,671
+3,310
310
$227K 0.06%
1,349
311
$226K 0.06%
+1,415
312
$226K 0.06%
3,498
+368
313
$226K 0.06%
3,333
-874
314
$225K 0.06%
906
-64
315
$225K 0.06%
16,202
+837
316
$224K 0.06%
+7,524
317
$224K 0.06%
2,081
-422
318
$224K 0.06%
+9,000
319
$222K 0.06%
4,243
-125
320
$222K 0.06%
+7,750
321
$220K 0.05%
+4,212
322
$219K 0.05%
2,558
+10
323
$219K 0.05%
+406
324
$218K 0.05%
+8,809
325
$217K 0.05%
1,771
-304
11 12
13
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