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
VONG icon
426
Vanguard Russell 1000 Growth ETF
VONG
$36.4B
$220K 0.03%
1,810
-4
NEE icon
427
NextEra Energy
NEE
$193B
$220K 0.03%
2,738
+48
PM icon
428
Philip Morris
PM
$290B
$219K 0.02%
1,366
-2,937
ABT icon
429
Abbott
ABT
$200B
$219K 0.02%
1,746
-223
MELI icon
430
Mercado Libre
MELI
$87B
$218K 0.02%
+108
GRMN icon
431
Garmin
GRMN
$48.1B
$218K 0.02%
1,072
-3,099
AN icon
432
AutoNation
AN
$6.62B
$217K 0.02%
1,052
-146
DLR icon
433
Digital Realty Trust
DLR
$60.3B
$217K 0.02%
1,400
+23
SHNY icon
434
MicroSectors Gold 3x Leveraged ETN
SHNY
$21.7M
$214K 0.02%
+1,638
CSX icon
435
CSX Corp
CSX
$79.3B
$214K 0.02%
5,897
-4,370
VOD icon
436
Vodafone
VOD
$35.2B
$213K 0.02%
16,160
-9,869
CVS icon
437
CVS Health
CVS
$102B
$212K 0.02%
2,671
+15
ALK icon
438
Alaska Air
ALK
$5.81B
$212K 0.02%
4,212
-340
NTR icon
439
Nutrien
NTR
$36.8B
$212K 0.02%
3,431
-1,734
CALC icon
440
CalciMedica
CALC
$7M
$210K 0.02%
31,850
-10,850
MEDP icon
441
Medpace
MEDP
$12.6B
$210K 0.02%
+373
TFC icon
442
Truist Financial
TFC
$62.1B
$210K 0.02%
+4,259
GT icon
443
Goodyear
GT
$2.29B
$209K 0.02%
23,911
-86,311
RRC icon
444
Range Resources
RRC
$9.74B
$208K 0.02%
+5,893
PNW icon
445
Pinnacle West Capital
PNW
$12B
$206K 0.02%
+2,320
VKTX icon
446
Viking Therapeutics
VKTX
$3.85B
$204K 0.02%
+5,807
EIX icon
447
Edison International
EIX
$28.5B
$203K 0.02%
+3,386
VBK icon
448
Vanguard Small-Cap Growth ETF
VBK
$21.1B
$203K 0.02%
672
-5
ING icon
449
ING
ING
$80.7B
$202K 0.02%
+7,224
ECL icon
450
Ecolab
ECL
$84.5B
$202K 0.02%
+768
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