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
CRWD icon
26
CrowdStrike
CRWD
$97B
$6.53M 0.74%
13,931
-93
COST icon
27
Costco
COST
$445B
$6.27M 0.71%
7,274
-51
IOO icon
28
iShares Global 100 ETF
IOO
$8B
$6.09M 0.69%
48,065
+4,183
JPM icon
29
JPMorgan Chase
JPM
$803B
$5.94M 0.68%
18,428
+219
SNOW icon
30
Snowflake
SNOW
$58.3B
$5.67M 0.65%
25,862
-121
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.04T
$5.6M 0.64%
11,139
+584
IUSV icon
32
iShares Core S&P US Value ETF
IUSV
$25B
$5.56M 0.63%
54,215
-1,078
AMGN icon
33
Amgen
AMGN
$208B
$5.52M 0.63%
16,870
+6,535
EFV icon
34
iShares MSCI EAFE Value ETF
EFV
$30.8B
$5.38M 0.61%
75,368
-2,539
VIGI icon
35
Vanguard International Dividend Appreciation ETF
VIGI
$9.24B
$5.1M 0.58%
55,808
+34
QCOM icon
36
Qualcomm
QCOM
$150B
$5.02M 0.57%
29,371
+872
LRCX icon
37
Lam Research
LRCX
$288B
$4.87M 0.56%
28,475
+4,173
PNC icon
38
PNC Financial Services
PNC
$86.6B
$4.71M 0.54%
22,579
-3,147
MRK icon
39
Merck
MRK
$300B
$4.71M 0.54%
44,712
+3,726
ILMN icon
40
Illumina
ILMN
$20.3B
$4.52M 0.52%
34,484
-722
XLE icon
41
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$4.48M 0.51%
100,206
+24,504
IBM icon
42
IBM
IBM
$224B
$4.43M 0.5%
14,939
+87
GS icon
43
Goldman Sachs
GS
$258B
$4.36M 0.5%
4,957
+173
SCHW icon
44
Charles Schwab
SCHW
$170B
$4.35M 0.5%
43,563
+83
XOM icon
45
Exxon Mobil
XOM
$643B
$4.35M 0.5%
36,138
+3,885
DFAU icon
46
Dimensional US Core Equity Market ETF
DFAU
$10.7B
$4.18M 0.48%
89,330
+2,472
INTC icon
47
Intel
INTC
$227B
$4.13M 0.47%
111,852
-5,239
VYMI icon
48
Vanguard International High Dividend Yield ETF
VYMI
$17.8B
$4.06M 0.46%
45,061
-79
V icon
49
Visa
V
$616B
$4.03M 0.46%
11,500
+27
XME icon
50
State Street SPDR S&P Metals & Mining ETF
XME
$4.74B
$4.03M 0.46%
38,875
+1,521
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