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
101
$1.04M 0.26%
+57,900
102
$1.02M 0.25%
9,103
+2,465
103
$1.01M 0.25%
5,271
-518
104
$1.01M 0.25%
11,678
-1,442
105
$999K 0.25%
4,743
+793
106
$970K 0.24%
4,346
-738
107
$951K 0.24%
23,263
+9,928
108
$944K 0.23%
6,839
-1,251
109
$933K 0.23%
5,299
+153
110
$899K 0.22%
3,270
+828
111
$899K 0.22%
9,544
+5,019
112
$890K 0.22%
8,692
-2,253
113
$884K 0.22%
20,852
-1,015
114
$866K 0.21%
7,986
-1,737
115
$847K 0.21%
6,652
-418
116
$839K 0.21%
18,884
+9,432
117
$823K 0.2%
3,885
+755
118
$816K 0.2%
4,302
-425
119
$777K 0.19%
10,001
+127
120
$773K 0.19%
12,966
-2,258
121
$766K 0.19%
30,000
+18,648
122
$763K 0.19%
8,431
+1,366
123
$760K 0.19%
11,612
+6,835
124
$750K 0.19%
4,647
+597
125
$748K 0.19%
4,042
-279
3 4
5
6 7