1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
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
+$3.16M
2
+$2.14M
3
+$1.91M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.56M

Top Sells

1
+$4.05M
2
+$2.36M
3
+$1.61M
4
FCX icon
Freeport-McMoran
FCX
+$1.13M
5
AAPL icon
Apple
AAPL
+$917K

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
DVYE icon
126
iShares Emerging Markets Dividend ETF
DVYE
$1.09B
$1.49M 0.17%
47,739
+2,941
PLTR icon
127
Palantir
PLTR
$427B
$1.47M 0.17%
8,256
+545
MU icon
128
Micron Technology
MU
$386B
$1.46M 0.17%
5,105
-73
GM icon
129
General Motors
GM
$75.9B
$1.46M 0.17%
17,912
-1,665
TMUS icon
130
T-Mobile US
TMUS
$213B
$1.45M 0.17%
7,164
-59
GDXJ icon
131
VanEck Junior Gold Miners ETF
GDXJ
$10.4B
$1.45M 0.16%
12,721
+1,031
VUG icon
132
Vanguard Growth ETF
VUG
$204B
$1.44M 0.16%
2,947
-13
VZ icon
133
Verizon
VZ
$167B
$1.43M 0.16%
35,038
-1,945
WY icon
134
Weyerhaeuser
WY
$19.3B
$1.42M 0.16%
59,785
+25,735
MP icon
135
MP Materials
MP
$11.9B
$1.42M 0.16%
28,024
+735
VB icon
136
Vanguard Small-Cap ETF
VB
$74B
$1.41M 0.16%
5,455
+266
QLD icon
137
ProShares Ultra QQQ
QLD
$11B
$1.41M 0.16%
19,979
-22,827
HDV icon
138
iShares Core High Dividend ETF
HDV
$12.3B
$1.4M 0.16%
11,488
-225
ASML icon
139
ASML
ASML
$522B
$1.39M 0.16%
1,295
+7
T icon
140
AT&T
T
$168B
$1.36M 0.15%
54,577
+9,858
RIG icon
141
Transocean
RIG
$4.81B
$1.33M 0.15%
321,471
+9,970
BABA icon
142
Alibaba
BABA
$412B
$1.32M 0.15%
9,035
+732
CGUS icon
143
Capital Group Core Equity ETF
CGUS
$8.61B
$1.32M 0.15%
32,858
+1,118
ACGL icon
144
Arch Capital
ACGL
$33B
$1.31M 0.15%
13,683
+761
KWEB icon
145
KraneShares CSI China Internet ETF
KWEB
$8.55B
$1.31M 0.15%
38,398
+3,701
EWBC icon
146
East-West Bancorp
EWBC
$16B
$1.28M 0.15%
11,384
+145
GLW icon
147
Corning
GLW
$80.4B
$1.26M 0.14%
14,406
+874
DOW icon
148
Dow Inc
DOW
$20B
$1.25M 0.14%
53,496
+15,207
TIP icon
149
iShares TIPS Bond ETF
TIP
$13.8B
$1.23M 0.14%
11,198
-927
WBD icon
150
Warner Bros
WBD
$70.8B
$1.22M 0.14%
42,245
-1,563
4 5
6
7 8