1WA

180 Wealth Advisors Portfolio holdings

AUM $821M
1-Year Est. Return 35.01%
This Quarter Est. Return
1 Year Est. Return
+35.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.53M
3
+$1.51M
4
IFF icon
International Flavors & Fragrances
IFF
+$1.35M
5
QCOM icon
Qualcomm
QCOM
+$1.11M

Top Sells

1
+$1.14M
2
+$953K
3
+$852K
4
QLD icon
ProShares Ultra QQQ
QLD
+$712K
5
SSO icon
ProShares Ultra S&P500
SSO
+$532K

Sector Composition

1 Technology 23.72%
2 Consumer Discretionary 11.18%
3 Healthcare 8.2%
4 Industrials 6.84%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.79%
755,443
+136,418
27
$3.12M 0.77%
40,958
-1,948
28
$3.01M 0.75%
41,514
-2,272
29
$2.97M 0.74%
17,379
-908
30
$2.88M 0.71%
7,442
+1,456
31
$2.79M 0.69%
26,746
+2,305
32
$2.74M 0.68%
21,523
+1,371
33
$2.69M 0.67%
19,435
+2,060
34
$2.63M 0.65%
79,299
+6,964
35
$2.58M 0.64%
54,666
+2,997
36
$2.58M 0.64%
15,870
-50
37
$2.58M 0.64%
113,599
+6,550
38
$2.47M 0.61%
28,812
+2,453
39
$2.43M 0.6%
12,808
+2,186
40
$2.39M 0.59%
10,538
-114
41
$2.33M 0.58%
17,729
+8,416
42
$2.3M 0.57%
21,560
-2,191
43
$2.29M 0.57%
16,643
+3,581
44
$2.25M 0.56%
5,463
-109
45
$2.22M 0.55%
24,699
+666
46
$2.18M 0.54%
10,147
-322
47
$2.18M 0.54%
30,180
-298
48
$2.15M 0.53%
6,820
-670
49
$2.13M 0.53%
32,991
+3,429
50
$2.1M 0.52%
2,437
+2
1
2
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