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
76
$1.53M 0.38%
26,975
-2,208
77
$1.53M 0.38%
81,764
+34,771
78
$1.51M 0.37%
24,620
-210
79
$1.49M 0.37%
22,215
+876
80
$1.49M 0.37%
8,622
+224
81
$1.49M 0.37%
4,728
+2,739
82
$1.44M 0.36%
14,169
-134
83
$1.42M 0.35%
24,995
-40
84
$1.41M 0.35%
6,362
-20
85
$1.4M 0.35%
21,271
+1,307
86
$1.38M 0.34%
3,626
+474
87
$1.35M 0.34%
3,699
+995
88
$1.35M 0.33%
+9,582
89
$1.31M 0.33%
6,218
+1,101
90
$1.3M 0.32%
25,652
-3,824
91
$1.28M 0.32%
67,871
-2,211
92
$1.28M 0.32%
2,620
-222
93
$1.26M 0.31%
63,765
+6,359
94
$1.25M 0.31%
37,069
+8,809
95
$1.23M 0.31%
45,963
+32,360
96
$1.19M 0.29%
2,385
+237
97
$1.15M 0.29%
20,517
-6,022
98
$1.11M 0.28%
12,843
+191
99
$1.11M 0.28%
134,330
+356
100
$1.1M 0.27%
21,979
+2,572
2 3
4
5 6