1WA
180 Wealth Advisors Portfolio holdings
AUM
$821M
1-Year Est. Return
35.01%
1 Year Est. Return
+35.01%
AUM
$717M
AUM Growth
+$89.1M
(+14%)
Holding
441
Top Buys
| 1 | +$2.72M | |
| 2 | +$1.61M | |
| 3 | +$1.45M | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$918K |
| 5 |
BlackRock Resources & Commodities Strategy Trust
BCX
|
+$910K |
Top Sells
| 1 | +$2.92M | |
| 2 | +$651K | |
| 3 | +$644K | |
| 4 |
Broadcom
AVGO
|
+$627K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$577K |
Sector Composition
| 1 | Technology | 29.29% |
| 2 | Consumer Discretionary | 8.49% |
| 3 | Healthcare | 6.89% |
| 4 | Financials | 6.29% |
| 5 | Communication Services | 5.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Illumina
ILMN
$18.6B
| $3.35M | 0.47% |
35,164
+2,717
|
|
||
52
eBay
EBAY
$37.9B
| $3.34M | 0.47% |
44,905
+446
|
|
||
53
Medtronic
MDT
$118B
| $3.3M | 0.46% |
37,821
+787
|
|
||
54
Boeing
BA
$148B
| $3.28M | 0.46% |
15,645
-79
|
|
||
55
Freeport-McMoran
FCX
$57.2B
| $3.23M | 0.45% |
74,400
-984
|
|
||
56
Merck
MRK
$214B
| $3.13M | 0.44% |
39,599
+4,970
|
|
||
57
Salesforce
CRM
$228B
| $3.06M | 0.43% |
11,233
-279
|
|
||
58
Vanguard Total Stock Market ETF
VTI
$547B
| $2.94M | 0.41% |
9,687
-69
|
|
||
59
Arm
ARM
$162B
| $2.94M | 0.41% |
18,149
+9,962
|
|
||
|
60
Dimensional US Small Cap ETF
DFAS
$11.2B
| $2.93M | 0.41% |
46,021
+14,415
|
|
||
61
Netflix
NFLX
$468B
| $2.86M | 0.4% |
2,134
-481
|
|
||
|
62
iShares Core Dividend Growth ETF
DGRO
$35.3B
| $2.8M | 0.39% |
43,853
-9,028
|
|
||
63
American Tower
AMT
$83.3B
| $2.73M | 0.38% |
12,374
+236
|
|
||
64
ProShares Ultra QQQ
QLD
$10B
| $2.72M | 0.38% |
+23,135
|
|
||
65
iShares Core MSCI EAFE ETF
IEFA
$156B
| $2.7M | 0.38% |
32,302
-456
|
|
||
66
PepsiCo
PEP
$195B
| $2.68M | 0.37% |
20,304
+821
|
|
||
67
Energy Select Sector SPDR Fund
XLE
$26.9B
| $2.68M | 0.37% |
31,564
+6,199
|
|
||
68
Amgen
AMGN
$172B
| $2.66M | 0.37% |
9,534
+230
|
|
||
69
Intel
INTC
$182B
| $2.65M | 0.37% |
118,095
-9,821
|
|
||
70
Vanguard S&P 500 ETF
VOO
$764B
| $2.6M | 0.36% |
4,580
|
|
||
71
Chevron
CVX
$310B
| $2.6M | 0.36% |
18,133
-177
|
|
||
72
Prologis
PLD
$117B
| $2.57M | 0.36% |
24,413
+813
|
|
||
73
State Street SPDR S&P Metals & Mining ETF
XME
$2.68B
| $2.47M | 0.35% |
36,817
+2,165
|
|
||
74
Zscaler
ZS
$50.7B
| $2.47M | 0.34% |
7,861
-319
|
|
||
|
TDF
75
Templeton Dragon Fund
TDF
$291M
| $2.46M | 0.34% |
246,092
+25,059
|
|