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1WA
180 Wealth Advisors Portfolio holdings
AUM
$997M
1-Year Est. Return
47.84%
This Fund
S&P 500
This Quarter
Est. Return
+22.12%
1 Year Est. Return
+47.84%
3 Year Est. Return
+135.74%
5 Year Est. Return
+171.8%
10 Year Est. Return
–
AUM
$997M
AUM Growth
+$117M
(+13%)
Cap. Flow
+$8.08M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
22.97%
Holding
508
New
36
Increased
193
Reduced
240
Closed
22
Top Buys
| 1 |
AstraZeneca
AZN
|
+$3.86M |
| 2 |
Bunge Global
BG
|
+$3.23M |
| 3 |
MannKind Corp
MNKD
|
+$2.17M |
| 4 |
Hycroft Mining Holding Corp
HYMC
|
+$2.08M |
| 5 |
Valero Energy
VLO
|
+$1.3M |
Top Sells
| 1 |
Target
TGT
|
+$3.97M |
| 2 |
Intel
INTC
|
+$3.32M |
| 3 |
Medtronic
MDT
|
+$2.41M |
| 4 |
Goldman Sachs
GS
|
+$1.08M |
| 5 |
NVIDIA
NVDA
|
+$1M |
Sector Composition
| 1 | Technology | 30.64% |
| 2 | Healthcare | 8.36% |
| 3 | Consumer Discretionary | 6.88% |
| 4 | Industrials | 6.1% |
| 5 | Communication Services | 4.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Nuveen Preferred & Income Opportunities Fund
JPC
$2.95B
| $102K | 0.01% |
12,897
+34
| +0.3% | +$267 |
|
|
PHK
477
PIMCO High Income Fund
PHK
$873M
| $100K | 0.01% |
21,550
| – | – |
|
478
CalciMedica
CALC
$12.3M
| $85.9K | 0.01% |
83,400
-43,100
| -34% | -$30.5K |
|
|
ETHT
479
ProShares Ultra Ether ETF
ETHT
$213M
| $83.3K | 0.01% |
11,109
-600
| -5% | -$8.43K |
|
480
SoundHound AI
SOUN
$2.83B
| $68.3K | 0.01% |
10,550
+504
| +5% | +$3.9K |
|
481
Ambev
ABEV
$46.8B
| $68.2K | 0.01% |
21,725
-2,830
| -12% | -$8.85K |
|
|
GLO
482
Clough Global Opportunities Fund
GLO
$258M
| $63.6K | 0.01% |
10,400
-600
| -5% | -$3.53K |
|
483
Archer Aviation
ACHR
$3.65B
| $57.8K | 0.01% |
12,222
+976
| +9% | +$5.67K |
|
484
CALL
Zscaler
ZS
$24B
| $56.5K | 0.01% |
+400
| New | +$55.8K |
|
|
ACRE
485
Ares Commercial Real Estate
ACRE
$254M
| $46.2K | ﹤0.01% |
10,258
| – | – |
|
486
New Fortress Energy
NFE
$106M
| $38.7K | ﹤0.01% |
106,480
| – | – |
|
487
CALL
Oracle
ORCL
$382B
| $29.3K | ﹤0.01% |
+200
| New | +$36.2K |
|
488
CALL
Weyerhaeuser
WY
$17.2B
| $16.8K | ﹤0.01% |
+700
| New | +$17K |
|
|
LFT
489
Lument Finance Trust
LFT
$48.9M
| $10.1K | ﹤0.01% |
+11,000
| New | +$12.5K |
|
490
CALL
Alibaba
BABA
$282B
| $9.6K | ﹤0.01% |
+100
| New | +$12.5K |
|
491
CALL
QuantumScape Corp
QS
$3.96B
| $7.56K | ﹤0.01% |
+1,000
| New | +$7.5K |
|
|
492
CALL
MannKind Corp
MNKD
$1.26B
| $2.13K | ﹤0.01% |
+500
| New | +$1.62K |
|
493
Autodesk
ADSK
$44.1B
| – | – |
-861
| Closed | -$206K |
|
|
GOLD
494
Gold.com Inc
GOLD
$1.15B
| – | – |
-6,120
| Closed | -$245K |
|
495
APA Corp
APA
$12.1B
| – | – |
-5,466
| Closed | -$232K |
|
496
Atmos Energy
ATO
$29.2B
| – | – |
-5,195
| Closed | -$960K |
|
497
Carnival Corporation Ltd
CCL
$36.4B
| – | – |
-9,589
| Closed | -$248K |
|
498
Canadian Natural Resources
CNQ
$89.1B
| – | – |
-6,490
| Closed | -$316K |
|
|
CTRA
499
DELISTED
Coterra Energy
CTRA
| – | – |
-12,679
| Closed | -$446K |
|
500
Fox Class A
FOXA
$23.5B
| – | – |
-12,887
| Closed | -$753K |
|
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