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
51
$2.06M 0.51%
14,454
+236
52
$2.06M 0.51%
37,353
-2,697
53
$2.05M 0.51%
11,874
-118
54
$2.05M 0.51%
39,015
+3,198
55
$2.04M 0.51%
12,633
+2,962
56
$2M 0.5%
196,199
+31,832
57
$1.98M 0.49%
4,282
-664
58
$1.98M 0.49%
16,821
+1,044
59
$1.96M 0.49%
25,904
+900
60
$1.94M 0.48%
48,657
+248
61
$1.91M 0.47%
15,151
+2,578
62
$1.8M 0.45%
13,985
-1,213
63
$1.76M 0.44%
8,606
+601
64
$1.75M 0.44%
64,944
-3,691
65
$1.73M 0.43%
52,993
-474
66
$1.66M 0.41%
9,406
+4,659
67
$1.66M 0.41%
5,752
+72
68
$1.63M 0.4%
6,508
+736
69
$1.63M 0.4%
47,869
+11,318
70
$1.6M 0.4%
4,322
+163
71
$1.58M 0.39%
24,449
+1,372
72
$1.58M 0.39%
97,136
+26,752
73
$1.56M 0.39%
7,008
+979
74
$1.56M 0.39%
15,821
-523
75
$1.55M 0.38%
24,580
+1,014
1 2
3
4 5