1WA
180 Wealth Advisors Portfolio holdings
AUM
$878M
1-Year Est. Return
37.53%
1 Year Est. Return
+37.53%
AUM
$878M
AUM Growth
+$57.6M
(+7%)
Holding
497
Top Buys
| 1 | +$3.16M | |
| 2 | +$2.14M | |
| 3 | +$1.91M | |
| 4 |
Chipotle Mexican Grill
CMG
|
+$1.71M |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$1.56M |
Top Sells
| 1 | +$4.05M | |
| 2 | +$2.36M | |
| 3 | +$1.61M | |
| 4 |
Freeport-McMoran
FCX
|
+$1.13M |
| 5 |
Apple
AAPL
|
+$917K |
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
Duke Energy
DUK
$92.3B
| – | – |
-1,704
|
|
||
477
eBay
EBAY
$42.7B
| – | – |
-44,525
|
|
||
478
Entergy
ETR
$42.5B
| – | – |
-3,180
|
|
||
479
iShares MSCI Germany ETF
EWG
$1.77B
| – | – |
-5,099
|
|
||
480
First Citizens BancShares
FCNCA
$26.9B
| – | – |
-114
|
|
||
481
Halliburton
HAL
$27.8B
| – | – |
-9,696
|
|
||
482
Idexx Laboratories
IDXX
$56.7B
| – | – |
-465
|
|
||
483
Illinois Tool Works
ITW
$75.1B
| – | – |
-1,150
|
|
||
484
CarMax
KMX
$6.64B
| – | – |
-12,393
|
|
||
485
Magna International
MGA
$15.9B
| – | – |
-5,438
|
|
||
486
Monolithic Power Systems
MPWR
$47.1B
| – | – |
-242
|
|
||
487
Plains GP Holdings
PAGP
$4.01B
| – | – |
-11,000
|
|
||
488
RELX
RELX
$76.1B
| – | – |
-5,224
|
|
||
489
Teradyne
TER
$36B
| – | – |
-1,830
|
|
||
490
Thomson Reuters
TRI
$56.6B
| – | – |
-1,679
|
|
||
491
TotalEnergies
TTE
$143B
| – | – |
-6,174
|
|
||
492
Veru
VERU
$37.6M
| – | – |
-30,329
|
|
||
493
VICI Properties
VICI
$30.1B
| – | – |
-8,601
|
|
||
494
XPeng
XPEV
$19.6B
| – | – |
-9,151
|
|
||
|
ETHT
495
ProShares Ultra Ether ETF
ETHT
$422M
| – | – |
-2,570
|
|