1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$878M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.09M
3
+$2.07M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.68M

Top Sells

1
+$4.05M
2
+$2.26M
3
+$1.62M
4
FCX icon
Freeport-McMoran
FCX
+$967K
5
AAPL icon
Apple
AAPL
+$905K

Sector Composition

1 Technology 28.13%
2 Healthcare 8.3%
3 Consumer Discretionary 7.59%
4 Communication Services 5.66%
5 Financials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
351
Linde
LIN
$231B
$314K 0.04%
737
-101
DRI icon
352
Darden Restaurants
DRI
$22.9B
$314K 0.04%
1,708
+3
LNG icon
353
Cheniere Energy
LNG
$55.2B
$314K 0.04%
1,616
+14
HOOD icon
354
Robinhood
HOOD
$78.2B
$313K 0.04%
2,767
+252
TM icon
355
Toyota
TM
$277B
$311K 0.04%
1,453
-140
EWJ icon
356
iShares MSCI Japan ETF
EWJ
$20.1B
$309K 0.04%
3,823
-524
AER icon
357
AerCap
AER
$24B
$308K 0.04%
2,141
-51
RACE icon
358
Ferrari
RACE
$62.9B
$307K 0.04%
832
-262
MUFG icon
359
Mitsubishi UFJ Financial
MUFG
$207B
$306K 0.03%
19,320
-2,654
CHWY icon
360
Chewy
CHWY
$11.2B
$305K 0.03%
9,222
+390
XLI icon
361
State Street Industrial Select Sector SPDR ETF
XLI
$30B
$304K 0.03%
1,961
+170
TXN icon
362
Texas Instruments
TXN
$203B
$304K 0.03%
1,750
+70
SGDM icon
363
Sprott Gold Miners ETF
SGDM
$742M
$303K 0.03%
+4,351
DAL icon
364
Delta Air Lines
DAL
$45.9B
$303K 0.03%
4,362
-7,830
URI icon
365
United Rentals
URI
$48.1B
$299K 0.03%
369
-22
MDB icon
366
MongoDB
MDB
$20.2B
$299K 0.03%
712
-4
NVS icon
367
Novartis
NVS
$286B
$297K 0.03%
2,157
-85
BKN
368
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$297K 0.03%
26,553
SONY icon
369
Sony
SONY
$127B
$297K 0.03%
11,615
-1,030
DE icon
370
Deere & Co
DE
$158B
$297K 0.03%
638
-243
SAP icon
371
SAP
SAP
$207B
$297K 0.03%
1,223
+185
BP icon
372
BP
BP
$123B
$297K 0.03%
8,538
-109
TNDM icon
373
Tandem Diabetes Care
TNDM
$1.42B
$295K 0.03%
13,443
+3,047
LHX icon
374
L3Harris
LHX
$66B
$295K 0.03%
1,003
+75
DOCN icon
375
DigitalOcean
DOCN
$9.19B
$292K 0.03%
6,072
-100
13 14
15
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