1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
This Quarter Return
-1.94%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$458M
AUM Growth
+$458M
(+3%)
Cap. Flow
+$6.58M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
24.88%
Holding
399
New
28
Increased
180
Reduced
150
Closed
24
Top Buys
| 1 |
Comcast
CMCSA
|
$2.35M |
| 2 |
MannKind Corp
MNKD
|
$1.18M |
| 3 |
UiPath
PATH
|
$990K |
| 4 |
Twilio
TWLO
|
$675K |
| 5 |
Cleveland-Cliffs
CLF
|
$544K |
Top Sells
| 1 |
General Dynamics
GD
|
$2.62M |
| 2 |
ProShares Ultra QQQ
QLD
|
$978K |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$503K |
| 4 |
Chevron
CVX
|
$464K |
| 5 |
Altria Group
MO
|
$436K |
Sector Composition
| 1 | Technology | 24.98% |
| 2 | Consumer Discretionary | 11.45% |
| 3 | Healthcare | 8.37% |
| 4 | Industrials | 6.3% |
| 5 | Communication Services | 5.82% |
