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
HSBC icon
326
HSBC
HSBC
$244B
$359K 0.04%
5,056
-221
DGRE icon
327
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$139M
$359K 0.04%
12,500
-80
EOG icon
328
EOG Resources
EOG
$58.5B
$358K 0.04%
3,197
+352
CHWY icon
329
Chewy
CHWY
$14.4B
$357K 0.04%
+8,832
MGK icon
330
Vanguard Mega Cap Growth ETF
MGK
$32.4B
$356K 0.04%
884
O icon
331
Realty Income
O
$53B
$356K 0.04%
5,851
+375
MUFG icon
332
Mitsubishi UFJ Financial
MUFG
$180B
$350K 0.04%
21,974
-460
IVW icon
333
iShares S&P 500 Growth ETF
IVW
$66.8B
$350K 0.04%
2,901
-3
EWJ icon
334
iShares MSCI Japan ETF
EWJ
$15.8B
$349K 0.04%
4,347
-220
ITOT icon
335
iShares Core S&P Total US Stock Market ETF
ITOT
$80.2B
$348K 0.04%
2,390
-175
AEM icon
336
Agnico Eagle Mines
AEM
$87.6B
$344K 0.04%
+2,039
NET icon
337
Cloudflare
NET
$70.1B
$343K 0.04%
1,597
-10
APH icon
338
Amphenol
APH
$172B
$343K 0.04%
+2,769
COP icon
339
ConocoPhillips
COP
$110B
$342K 0.04%
3,613
-374
HUM icon
340
Humana
HUM
$29.6B
$341K 0.04%
1,312
-103
TSBK icon
341
Timberland Bancorp
TSBK
$270M
$333K 0.04%
10,000
CTRA icon
342
Coterra Energy
CTRA
$20.4B
$332K 0.04%
14,020
+40
IGLD icon
343
FT Vest Gold Strategy Target Income ETF
IGLD
$433M
$328K 0.04%
+13,711
DRI icon
344
Darden Restaurants
DRI
$20.9B
$325K 0.04%
1,705
-42
XIFR
345
XPLR Infrastructure LP
XIFR
$895M
$324K 0.04%
31,847
+476
MCK icon
346
McKesson
MCK
$109B
$317K 0.04%
410
+18
CGDV icon
347
Capital Group Dividend Value ETF
CGDV
$25.4B
$315K 0.04%
7,490
-19
EDC icon
348
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$126M
$314K 0.04%
6,163
+45
IEMG icon
349
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$313K 0.04%
4,742
-161
SLV icon
350
iShares Silver Trust
SLV
$28.3B
$311K 0.04%
7,344
-142
12 13
14
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