We are live on
!
Find out more
1WA
180 Wealth Advisors Portfolio holdings
AUM
$997M
1-Year Est. Return
47.84%
This Fund
S&P 500
This Quarter
Est. Return
+22.12%
1 Year Est. Return
+47.84%
3 Year Est. Return
+135.74%
5 Year Est. Return
+171.8%
10 Year Est. Return
–
AUM
$997M
AUM Growth
+$117M
(+13%)
Cap. Flow
+$8.08M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
22.97%
Holding
508
New
36
Increased
193
Reduced
240
Closed
22
Top Buys
| 1 |
AstraZeneca
AZN
|
+$3.86M |
| 2 |
Bunge Global
BG
|
+$3.23M |
| 3 |
MannKind Corp
MNKD
|
+$2.17M |
| 4 |
Hycroft Mining Holding Corp
HYMC
|
+$2.08M |
| 5 |
Valero Energy
VLO
|
+$1.3M |
Top Sells
| 1 |
Target
TGT
|
+$3.97M |
| 2 |
Intel
INTC
|
+$3.32M |
| 3 |
Medtronic
MDT
|
+$2.41M |
| 4 |
Goldman Sachs
GS
|
+$1.08M |
| 5 |
NVIDIA
NVDA
|
+$1M |
Sector Composition
| 1 | Technology | 30.64% |
| 2 | Healthcare | 8.36% |
| 3 | Consumer Discretionary | 6.88% |
| 4 | Industrials | 6.1% |
| 5 | Communication Services | 4.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Lowe's Companies
LOW
$118B
| $394K | 0.04% |
1,786
+33
| +2% | +$7.49K |
|
327
Boston Scientific
BSX
$64B
| $394K | 0.04% |
9,225
+2,757
| +43% | +$150K |
|
328
NIO
NIO
$12.6B
| $394K | 0.04% |
77,784
-2,231
| -3% | -$13K |
|
329
Cloudflare
NET
$96.9B
| $392K | 0.04% |
1,599
-38
| -2% | -$8.31K |
|
330
McKesson
MCK
$93.2B
| $391K | 0.04% |
518
-1,049
| -67% | -$832K |
|
331
iShares MSCI Brazil ETF
EWZ
$9.27B
| $390K | 0.04% |
+11,306
| New | +$422K |
|
332
HSBC
HSBC
$345B
| $388K | 0.04% |
4,084
-347
| -8% | -$31.7K |
|
333
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
| $388K | 0.04% |
2,095
+60
| +3% | +$10.4K |
|
334
Vanguard Information Technology ETF
VGT
$143B
| $387K | 0.04% |
3,241
-463
| -13% | -$50.7K |
|
335
Deere & Co
DE
$159B
| $386K | 0.04% |
609
-16
| -3% | -$9.27K |
|
336
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
| $384K | 0.04% |
2,339
-6
| -0.3% | -$952 |
|
337
Capital Group Dividend Value ETF
CGDV
$36.7B
| $384K | 0.04% |
7,794
+41
| +0.5% | +$1.93K |
|
338
Thermo Fisher Scientific
TMO
$199B
| $382K | 0.04% |
761
-65
| -8% | -$31.2K |
|
339
Unity
U
$13.7B
| $380K | 0.04% |
13,306
-2,229
| -14% | -$59.3K |
|
|
DFUS
340
Dimensional US Equity ETF
DFUS
$21.1B
| $380K | 0.04% |
4,634
-10
| -0.2% | -$791 |
|
341
Tandem Diabetes Care
TNDM
$1.05B
| $376K | 0.04% |
24,934
+9,171
| +58% | +$160K |
|
342
Seagate
STX
$187B
| $373K | 0.04% |
+387
| New | +$295K |
|
343
Direxion Daily MSCI Emerging Markets Bull 3X ETF
EDC
$161M
| $373K | 0.04% |
4,191
-385
| -8% | -$31.6K |
|
344
iShares MSCI Emerging Markets ETF
EEM
$29B
| $370K | 0.04% |
5,409
-3,240
| -37% | -$212K |
|
345
Ferrari
RACE
$66.1B
| $370K | 0.04% |
993
+250
| +34% | +$87K |
|
346
Morgan Stanley
MS
$359B
| $370K | 0.04% |
1,768
+342
| +24% | +$67.7K |
|
|
LEO
347
BNY Mellon Strategic Municipals
LEO
$399M
| $369K | 0.04% |
57,188
-5,993
| -9% | -$38.2K |
|
348
Qorvo
QRVO
$7.36B
| $368K | 0.04% |
3,941
-328
| -8% | -$30.3K |
|
349
Tenet Healthcare
THC
$16.6B
| $362K | 0.04% |
1,935
-357
| -16% | -$65.6K |
|
350
Mitsubishi UFJ Financial
MUFG
$257B
| $362K | 0.04% |
18,181
-1,039
| -5% | -$19.6K |
|
Similar funds
N
HT
GCM
PAM
CVM
SWA
WD
MVIP