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
$821M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.58M
3
+$1.36M
4
KR icon
Kroger
KR
+$1.35M
5
MNKD icon
MannKind Corp
MNKD
+$1.27M

Top Sells

1
+$1.28M
2
+$1.2M
3
+$782K
4
UAL icon
United Airlines
UAL
+$781K
5
TSLA icon
Tesla
TSLA
+$700K

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
GOLD
376
Gold.com Inc
GOLD
$1.6B
$279K 0.03%
10,785
+1,694
SAP icon
377
SAP
SAP
$228B
$277K 0.03%
1,038
+364
XLI icon
378
State Street Industrial Select Sector SPDR ETF
XLI
$32.1B
$276K 0.03%
1,791
-335
IUSB icon
379
iShares Core Universal USD Bond ETF
IUSB
$36B
$276K 0.03%
5,907
-884
PFF icon
380
iShares Preferred and Income Securities ETF
PFF
$14.1B
$275K 0.03%
8,706
RXRX icon
381
Recursion Pharmaceuticals
RXRX
$1.89B
$274K 0.03%
56,230
+16,800
EXPD icon
382
Expeditors International
EXPD
$19.4B
$272K 0.03%
2,220
-35
IP icon
383
International Paper
IP
$22.6B
$267K 0.03%
5,759
-693
SNPS icon
384
Synopsys
SNPS
$81.2B
$266K 0.03%
+540
AER icon
385
AerCap
AER
$24.3B
$265K 0.03%
2,192
-10,941
ABT icon
386
Abbott
ABT
$202B
$264K 0.03%
1,969
-69
AN icon
387
AutoNation
AN
$6.77B
$262K 0.03%
1,198
-40
NUKZ icon
388
Range Nuclear Renaissance Index ETF
NUKZ
$880M
$262K 0.03%
+4,028
TRI icon
389
Thomson Reuters
TRI
$42.9B
$261K 0.03%
1,679
-1
PFG icon
390
Principal Financial Group
PFG
$20.7B
$260K 0.03%
3,142
-145
LITE icon
391
Lumentum
LITE
$55.9B
$259K 0.03%
+1,592
MGA icon
392
Magna International
MGA
$17.7B
$258K 0.03%
5,438
-89
XLY icon
393
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$252K 0.03%
2,106
-198
TER icon
394
Teradyne
TER
$51B
$252K 0.03%
+1,830
VTEB icon
395
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.7B
$250K 0.03%
5,000
-50
IVE icon
396
iShares S&P 500 Value ETF
IVE
$50.5B
$250K 0.03%
1,209
+3
RELX icon
397
RELX
RELX
$62.4B
$250K 0.03%
5,224
-72
ACN icon
398
Accenture
ACN
$127B
$249K 0.03%
1,008
+101
IWF icon
399
iShares Russell 1000 Growth ETF
IWF
$117B
$247K 0.03%
527
WFRD icon
400
Weatherford International
WFRD
$7.56B
$242K 0.03%
+3,533
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