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
$878M
AUM Growth
+$57.6M
(+7%)
Holding
497
Top Buys
| 1 | +$2.98M | |
| 2 | +$2.09M | |
| 3 | +$2.07M | |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$1.78M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$1.68M |
Top Sells
| 1 | +$4.05M | |
| 2 | +$2.26M | |
| 3 | +$1.62M | |
| 4 |
Freeport-McMoran
FCX
|
+$967K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
476
Entergy
ETR
$48.5B
| – | – |
-3,180
|
|
||
477
iShares MSCI Germany ETF
EWG
$1.8B
| – | – |
-5,099
|
|
||
478
First Citizens BancShares
FCNCA
$23B
| – | – |
-114
|
|
||
479
Halliburton
HAL
$30.2B
| – | – |
-9,696
|
|
||
480
Idexx Laboratories
IDXX
$52.4B
| – | – |
-465
|
|
||
481
Illinois Tool Works
ITW
$83.8B
| – | – |
-1,150
|
|
||
482
CarMax
KMX
$6.12B
| – | – |
-12,393
|
|
||
483
Magna International
MGA
$17.7B
| – | – |
-5,438
|
|
||
484
Monolithic Power Systems
MPWR
$55.7B
| – | – |
-242
|
|
||
485
M&T Bank
MTB
$32.3B
| – | – |
-3,531
|
|
||
486
O'Reilly Automotive
ORLY
$79B
| – | – |
-2,679
|
|
||
487
Plains GP Holdings
PAGP
$4.46B
| – | – |
-11,000
|
|
||
488
RELX
RELX
$62.6B
| – | – |
-5,224
|
|
||
489
Teradyne
TER
$50.1B
| – | – |
-1,830
|
|
||
490
Thomson Reuters
TRI
$42.9B
| – | – |
-1,679
|
|
||
491
TotalEnergies
TTE
$171B
| – | – |
-6,174
|
|
||
492
Veru
VERU
$41.4M
| – | – |
-30,329
|
|
||
493
VICI Properties
VICI
$32.3B
| – | – |
-8,601
|
|
||
494
XPeng
XPEV
$16.8B
| – | – |
-9,151
|
|
||
|
ETHT
495
ProShares Ultra Ether ETF
ETHT
$180M
| – | – |
-2,570
|
|