1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$878M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.09M
3
+$2.07M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.68M

Top Sells

1
+$4.05M
2
+$2.26M
3
+$1.62M
4
FCX icon
Freeport-McMoran
FCX
+$967K
5
AAPL icon
Apple
AAPL
+$905K

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
LAD icon
76
Lithia Motors
LAD
$6.78B
$2.77M 0.31%
8,323
+236
DFAE icon
77
Dimensional Emerging Core Equity Market ETF
DFAE
$8.7B
$2.76M 0.31%
84,699
+3,640
JNJ icon
78
Johnson & Johnson
JNJ
$599B
$2.68M 0.31%
12,961
-575
DGRO icon
79
iShares Core Dividend Growth ETF
DGRO
$38.7B
$2.66M 0.3%
38,355
-2,672
RTX icon
80
RTX Corp
RTX
$272B
$2.66M 0.3%
14,488
+1,038
HQL
81
abrdn Life Sciences Investors
HQL
$493M
$2.59M 0.29%
154,325
+5,067
NFLX icon
82
Netflix
NFLX
$406B
$2.54M 0.29%
27,090
+4,870
VOE icon
83
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$2.51M 0.29%
14,145
-142
FCX icon
84
Freeport-McMoran
FCX
$97.8B
$2.43M 0.28%
47,882
-22,303
IDV icon
85
iShares International Select Dividend ETF
IDV
$8.22B
$2.43M 0.28%
61,476
-1,260
ISRG icon
86
Intuitive Surgical
ISRG
$179B
$2.42M 0.28%
4,265
+120
RKLB icon
87
Rocket Lab Corp
RKLB
$36.9B
$2.41M 0.27%
34,557
-201
ORCL icon
88
Oracle
ORCL
$418B
$2.38M 0.27%
12,217
+3,919
BSV icon
89
Vanguard Short-Term Bond ETF
BSV
$43.6B
$2.37M 0.27%
30,131
-933
NEM icon
90
Newmont
NEM
$141B
$2.33M 0.27%
23,380
+7,712
AMT icon
91
American Tower
AMT
$89.8B
$2.3M 0.26%
13,111
+453
AXON icon
92
Axon Enterprise
AXON
$43.6B
$2.26M 0.26%
3,978
+3,368
GEV icon
93
GE Vernova
GEV
$235B
$2.23M 0.25%
3,409
+473
VT icon
94
Vanguard Total World Stock ETF
VT
$64.3B
$2.19M 0.25%
15,511
-115
CMG icon
95
Chipotle Mexican Grill
CMG
$48.5B
$2.16M 0.25%
58,513
+46,317
VTWO icon
96
Vanguard Russell 2000 ETF
VTWO
$14B
$2.16M 0.25%
21,725
+51
CMCSA icon
97
Comcast
CMCSA
$111B
$2.15M 0.25%
71,983
-79,079
ARM icon
98
Arm
ARM
$135B
$2.13M 0.24%
19,474
+1,123
LMT icon
99
Lockheed Martin
LMT
$151B
$2.09M 0.24%
4,323
+316
USMV icon
100
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$2.09M 0.24%
22,200
-630
2 3
4
5 6