1WA
180 Wealth Advisors Portfolio holdings
AUM
$821M
1-Year Est. Return
35.01%
1 Year Est. Return
+35.01%
AUM
$821M
AUM Growth
+$104M
(+14%)
Holding
471
Top Buys
| 1 | +$4.78M | |
| 2 | +$1.67M | |
| 3 | +$1.56M | |
| 4 |
Microsoft
MSFT
|
+$1.38M |
| 5 |
Kroger
KR
|
+$1.31M |
Top Sells
| 1 | +$1.32M | |
| 2 | +$1.2M | |
| 3 | +$897K | |
| 4 |
Owens Corning
OC
|
+$782K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
Butterfly Network
BFLY
$783M
| $70.6K | 0.01% |
36,591
-320
|
|
||
|
GLO
452
Clough Global Opportunities Fund
GLO
$246M
| $66.1K | 0.01% |
11,600
-1,700
|
|
||
453
Diana Shipping
DSX
$228M
| $43.7K | 0.01% |
26,000
|
|
||
454
Altimmune
ALT
$549M
| – | – |
-11,300
|
|
||
455
Bank of Montreal
BMO
$90.3B
| – | – |
-2,081
|
|
||
456
Cipher Mining
CIFR
$8.04B
| – | – |
-10,000
|
|
||
457
Crocs
CROX
$4.41B
| – | – |
-11,824
|
|
||
458
Carpenter Technology
CRS
$15.9B
| – | – |
-908
|
|
||
459
Krispy Kreme
DNUT
$716M
| – | – |
-16,220
|
|
||
460
Dynatrace
DT
$13.4B
| – | – |
-3,805
|
|
||
461
Electronic Arts
EA
$50.5B
| – | – |
-3,320
|
|
||
|
HES
462
DELISTED
Hess
HES
| – | – |
-1,643
|
|
||
|
463
Owens Corning
OC
$9.31B
| – | – |
-5,688
|
|
||
|
464
United Airlines
UAL
$33B
| – | – |
-9,808
|
|
||
465
Financial Select Sector SPDR Fund
XLF
$52.3B
| – | – |
-6,119
|
|
||
|
ABTC
466
American Bitcoin Corp
ABTC
$3.93B
| – | – |
-3,540
|
|
||
|
CNH
467
CNH Industrial
CNH
$11.8B
| – | – |
-10,507
|
|