1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
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
+$3.16M
2
+$2.14M
3
+$1.91M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.56M

Top Sells

1
+$4.05M
2
+$2.36M
3
+$1.61M
4
FCX icon
Freeport-McMoran
FCX
+$1.13M
5
AAPL icon
Apple
AAPL
+$917K

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
ADSK icon
376
Autodesk
ADSK
$55.6B
$290K 0.03%
981
-283
NGG icon
377
National Grid
NGG
$79.1B
$287K 0.03%
3,705
-394
NUE icon
378
Nucor
NUE
$40.1B
$283K 0.03%
1,734
+13
IUSB icon
379
iShares Core Universal USD Bond ETF
IUSB
$34.7B
$282K 0.03%
6,063
+156
EDC icon
380
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$149M
$278K 0.03%
5,103
-1,060
FBIO icon
381
Fortress Biotech
FBIO
$110M
$278K 0.03%
75,850
-6,650
ATR icon
382
AptarGroup
ATR
$8.22B
$277K 0.03%
+2,273
NUKZ icon
383
Range Nuclear Renaissance Index ETF
NUKZ
$811M
$277K 0.03%
4,359
+331
MBLY icon
384
Mobileye
MBLY
$8.98B
$275K 0.03%
+26,388
C icon
385
Citigroup
C
$210B
$274K 0.03%
2,350
+26
S icon
386
SentinelOne
S
$4.81B
$274K 0.03%
18,243
+6,108
PANW icon
387
Palo Alto Networks
PANW
$132B
$273K 0.03%
1,484
-3
TXT icon
388
Textron
TXT
$16.5B
$271K 0.03%
+3,113
PFF icon
389
iShares Preferred and Income Securities ETF
PFF
$14.3B
$270K 0.03%
8,706
CNC icon
390
Centene
CNC
$23.2B
$267K 0.03%
+6,484
VRTX icon
391
Vertex Pharmaceuticals
VRTX
$112B
$261K 0.03%
+575
MS icon
392
Morgan Stanley
MS
$305B
$260K 0.03%
+1,467
TEVA icon
393
Teva Pharmaceuticals
TEVA
$37.3B
$260K 0.03%
+8,321
IVE icon
394
iShares S&P 500 Value ETF
IVE
$49.5B
$258K 0.03%
1,215
+6
DELL icon
395
Dell
DELL
$80.1B
$258K 0.03%
2,046
+435
SANM icon
396
Sanmina
SANM
$9.55B
$253K 0.03%
+1,688
SNY icon
397
Sanofi
SNY
$115B
$250K 0.03%
5,169
-1,020
XLY icon
398
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.6B
$250K 0.03%
2,090
-16
WFRD icon
399
Weatherford International
WFRD
$6.09B
$249K 0.03%
3,188
-345
PFG icon
400
Principal Financial Group
PFG
$20B
$249K 0.03%
2,824
-318
14 15
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