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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 | |
|---|---|---|---|---|---|---|
351
Cheniere Energy
LNG
$54.3B
| $360K | 0.04% |
1,508
-5
| -0.3% | -$1.25K |
|
352
Linde
LIN
$236B
| $360K | 0.04% |
694
-46
| -6% | -$23.3K |
|
353
Realty Income
O
$60.2B
| $356K | 0.04% |
5,752
-454
| -7% | -$28.3K |
|
354
Synchrony
SYF
$24.9B
| $356K | 0.04% |
4,678
-1,608
| -26% | -$118K |
|
355
MongoDB
MDB
$25.9B
| $353K | 0.04% |
1,051
+2
| +0.2% | +$600 |
|
356
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$798M
| $352K | 0.04% |
3,011
+132
| +5% | +$22.4K |
|
357
Kimberly-Clark
KMB
$35.9B
| $352K | 0.04% |
3,206
+63
| +2% | +$6.24K |
|
358
Ford
F
$56.5B
| $351K | 0.04% |
25,262
-600
| -2% | -$8.1K |
|
359
Textron
TXT
$15.5B
| $350K | 0.04% |
3,814
-2,061
| -35% | -$187K |
|
360
Darden Restaurants
DRI
$22.8B
| $346K | 0.03% |
1,680
-28
| -2% | -$5.61K |
|
361
Elastic
ESTC
$6.4B
| $344K | 0.03% |
6,027
+263
| +5% | +$14.1K |
|
362
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
| $344K | 0.03% |
2,166
+268
| +14% | +$39.9K |
|
363
Expeditors International
EXPD
$23.8B
| $342K | 0.03% |
2,096
-39
| -2% | -$6.03K |
|
364
Viking Therapeutics
VKTX
$4.39B
| $341K | 0.03% |
+8,753
| New | +$283K |
|
365
Kyndryl
KD
$2.59B
| $340K | 0.03% |
30,086
+1,265
| +4% | +$15.8K |
|
366
iShares S&P 500 Value ETF
IVE
$48.9B
| $335K | 0.03% |
1,476
-135
| -8% | -$30.2K |
|
367
Nokia
NOK
$59.4B
| $335K | 0.03% |
25,221
-1,669
| -6% | -$21.5K |
|
368
Robinhood
HOOD
$101B
| $335K | 0.03% |
3,337
+227
| +7% | +$19K |
|
369
Flex
FLEX
$45.1B
| $331K | 0.03% |
+2,045
| New | +$248K |
|
370
Vanguard Mega Cap Growth ETF
MGK
$33.4B
| $330K | 0.03% |
3,755
-400
| -10% | -$34.1K |
|
371
Direxion Daily TSLA Bull 2X ETF
TSLL
$4.04B
| $328K | 0.03% |
23,156
-786
| -3% | -$10.5K |
|
372
Elbit Systems
ESLT
$34.8B
| $325K | 0.03% |
428
+25
| +6% | +$20.8K |
|
373
Novartis
NVS
$290B
| $323K | 0.03% |
2,061
+33
| +2% | +$4.95K |
|
374
iShares MSCI India ETF
INDA
$6.79B
| $318K | 0.03% |
6,435
+1,835
| +40% | +$89.5K |
|
375
AeroVironment
AVAV
$7.44B
| $316K | 0.03% |
1,912
+610
| +47% | +$109K |
|
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