1WA
180 Wealth Advisors Portfolio holdings
AUM
$878M
1-Year Est. Return
37.53%
This Fund
S&P 500
1 Year Est. Return
+37.53%
AUM
$821M
AUM Growth
+$104M
(+14%)
Holding
471
Top Buys
| 1 | +$4.43M | |
| 2 | +$1.58M | |
| 3 | +$1.36M | |
| 4 |
Kroger
KR
|
+$1.35M |
| 5 |
MannKind Corp
MNKD
|
+$1.27M |
Top Sells
| 1 | +$1.28M | |
| 2 | +$1.2M | |
| 3 | +$782K | |
| 4 |
United Airlines
UAL
|
+$781K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
Butterfly Network
BFLY
$973M
| $70.6K | 0.01% |
36,591
-320
|
|
||
|
GLO
452
Clough Global Opportunities Fund
GLO
$259M
| $66.1K | 0.01% |
11,600
-1,700
|
|
||
453
Diana Shipping
DSX
$307M
| $43.7K | 0.01% |
26,000
|
|
||
454
Carpenter Technology
CRS
$20.3B
| – | – |
-908
|
|
||
455
Altimmune
ALT
$521M
| – | – |
-11,300
|
|
||
456
Bank of Montreal
BMO
$103B
| – | – |
-2,081
|
|
||
457
Cipher Digital Inc. Common Stock
CIFR
$6.38B
| – | – |
-10,000
|
|
||
458
Crocs
CROX
$4.36B
| – | – |
-11,824
|
|
||
459
Krispy Kreme
DNUT
$600M
| – | – |
-16,220
|
|
||
460
Dynatrace
DT
$10.9B
| – | – |
-3,805
|
|
||
461
Electronic Arts
EA
$50.3B
| – | – |
-3,320
|
|
||
462
Owens Corning
OC
$9.59B
| – | – |
-5,688
|
|
||
|
463
United Airlines
UAL
$33.4B
| – | – |
-9,808
|
|
||
464
State Street Financial Select Sector SPDR ETF
XLF
$50.2B
| – | – |
-6,119
|
|
||
|
ABTC
465
American Bitcoin Corp
ABTC
$946M
| – | – |
-3,540
|
|
||
|
CNH
466
CNH Industrial
CNH
$15.4B
| – | – |
-10,507
|
|
||
|
HES
467
DELISTED
Hess
HES
| – | – |
-1,643
|
|