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
AMRK icon
376
A-Mark Precious Metals
AMRK
$708M
$279K 0.03%
10,785
+1,694
SAP icon
377
SAP
SAP
$282B
$277K 0.03%
1,038
+364
XLI icon
378
Industrial Select Sector SPDR Fund
XLI
$24.3B
$276K 0.03%
1,791
-335
IUSB icon
379
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$276K 0.03%
5,907
-884
PFF icon
380
iShares Preferred and Income Securities ETF
PFF
$14.2B
$275K 0.03%
8,706
RXRX icon
381
Recursion Pharmaceuticals
RXRX
$2.41B
$274K 0.03%
56,230
+16,800
EXPD icon
382
Expeditors International
EXPD
$19.7B
$272K 0.03%
2,220
-35
IP icon
383
International Paper
IP
$20.8B
$267K 0.03%
5,759
-693
SNPS icon
384
Synopsys
SNPS
$77.6B
$266K 0.03%
+540
AER icon
385
AerCap
AER
$22.8B
$265K 0.03%
2,192
-10,941
ABT icon
386
Abbott
ABT
$224B
$264K 0.03%
1,969
-69
AN icon
387
AutoNation
AN
$7.66B
$262K 0.03%
1,198
-40
NUKZ icon
388
Range Nuclear Renaissance Index ETF
NUKZ
$747M
$262K 0.03%
+4,028
TRI icon
389
Thomson Reuters
TRI
$60.2B
$261K 0.03%
1,679
-1
PFG icon
390
Principal Financial Group
PFG
$18.6B
$260K 0.03%
3,142
-145
LITE icon
391
Lumentum
LITE
$23.1B
$259K 0.03%
+1,592
MGA icon
392
Magna International
MGA
$13.8B
$258K 0.03%
5,438
-89
XLY icon
393
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.3B
$252K 0.03%
1,053
-99
TER icon
394
Teradyne
TER
$28.5B
$252K 0.03%
+1,830
VTEB icon
395
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.5B
$250K 0.03%
5,000
-50
IVE icon
396
iShares S&P 500 Value ETF
IVE
$47.2B
$250K 0.03%
1,209
+3
RELX icon
397
RELX
RELX
$73.1B
$250K 0.03%
5,224
-72
ACN icon
398
Accenture
ACN
$155B
$249K 0.03%
1,008
+101
IWF icon
399
iShares Russell 1000 Growth ETF
IWF
$125B
$247K 0.03%
527
WFRD icon
400
Weatherford International
WFRD
$5.37B
$242K 0.03%
+3,533
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