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 | |
|---|---|---|---|---|---|---|
51
Dimensional US Small Cap ETF
DFAS
$12.8B
| $4M | 0.46% |
57,469
+5,011
|
|
||
52
Pure Storage
PSTG
$23.3B
| $3.97M | 0.45% |
59,245
-1,190
|
|
||
53
Emerson Electric
EMR
$83.3B
| $3.82M | 0.44% |
28,789
+360
|
|
||
54
Blackrock
BLK
$169B
| $3.71M | 0.42% |
3,469
-44
|
|
||
55
Medtronic
MDT
$127B
| $3.7M | 0.42% |
38,562
+482
|
|
||
56
NXP Semiconductors
NXPI
$60.6B
| $3.68M | 0.42% |
16,955
+433
|
|
||
57
Eaton
ETN
$129B
| $3.57M | 0.41% |
11,199
-536
|
|
||
58
Energy Transfer Partners
ET
$60.1B
| $3.45M | 0.39% |
209,368
+17,045
|
|
||
59
Symbotic
SYM
$7.73B
| $3.43M | 0.39% |
57,707
-103
|
|
||
60
Applied Materials
AMAT
$239B
| $3.38M | 0.38% |
13,135
-438
|
|
||
61
Boeing
BA
$190B
| $3.36M | 0.38% |
15,474
-211
|
|
||
|
TDF
62
Templeton Dragon Fund
TDF
$296M
| $3.35M | 0.38% |
297,577
+37,445
|
|
||
63
Prologis
PLD
$123B
| $3.27M | 0.37% |
25,622
+942
|
|
||
64
iShares MSCI China ETF
MCHI
$8.15B
| $3.26M | 0.37% |
54,232
+7,992
|
|
||
65
Target
TGT
$49.7B
| $3.16M | 0.36% |
+32,313
|
|
||
66
PepsiCo
PEP
$200B
| $3.07M | 0.35% |
21,418
+449
|
|
||
67
Vanguard Total Stock Market ETF
VTI
$581B
| $3.03M | 0.34% |
9,024
-551
|
|
||
68
Starbucks
SBUX
$104B
| $3.02M | 0.34% |
35,919
-2,809
|
|
||
69
Eli Lilly
LLY
$961B
| $2.99M | 0.34% |
2,785
-25
|
|
||
70
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.12B
| $2.97M | 0.34% |
40,198
-3,897
|
|
||
71
Salesforce
CRM
$224B
| $2.94M | 0.34% |
11,108
-61
|
|
||
72
Planet Labs
PL
$8.38B
| $2.92M | 0.33% |
148,309
+1,277
|
|
||
73
iShares Core MSCI EAFE ETF
IEFA
$170B
| $2.91M | 0.33% |
32,535
+198
|
|
||
74
Chevron
CVX
$334B
| $2.89M | 0.33% |
18,958
-633
|
|
||
75
Vanguard S&P 500 ETF
VOO
$850B
| $2.77M | 0.32% |
4,412
-128
|
|