1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
1-Year Return
25.94%
This Quarter Return
+6.32%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$196M
AUM Growth
–
Cap. Flow
+$196M
Cap. Flow
% of AUM
99.96%
Top 10 Holdings %
Top 10 Hldgs %
20.78%
Holding
239
New
234
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$9.04M |
| 2 |
Amazon
AMZN
|
$4.9M |
| 3 |
Apple
AAPL
|
$4.15M |
| 4 |
Chevron
CVX
|
$3.6M |
| 5 |
Boeing
BA
|
$3.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.7% |
| 2 | Industrials | 12.17% |
| 3 | Healthcare | 8.54% |
| 4 | Consumer Staples | 8.51% |
| 5 | Consumer Discretionary | 8.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Toyota
TM
$260B
| $417K | 0.21% |
+3,277
| New | +$417K |
|
|
ABB
127
DELISTED
ABB Ltd.
ABB
| $415K | 0.21% |
+15,461
| New | +$415K |
|
128
iShares Core MSCI Emerging Markets ETF
IEMG
$103B
| $412K | 0.21% |
+7,248
| New | +$412K |
|
129
Cummins
CMI
$55B
| $407K | 0.21% |
+2,304
| New | +$407K |
|
130
Baidu
BIDU
$34.6B
| $401K | 0.2% |
+1,711
| New | +$401K |
|
131
Netflix
NFLX
$528B
| $398K | 0.2% |
+2,072
| New | +$398K |
|
132
Constellation Brands
STZ
$26.4B
| $387K | 0.2% |
+1,691
| New | +$387K |
|
133
Citigroup
C
$176B
| $387K | 0.2% |
+5,197
| New | +$387K |
|
134
Incyte
INCY
$16.8B
| $386K | 0.2% |
+4,073
| New | +$386K |
|
135
ProShares Ultra S&P500
SSO
$7.17B
| $383K | 0.2% |
+14,016
| New | +$383K |
|
136
iShares Core S&P Small-Cap ETF
IJR
$85.7B
| $381K | 0.19% |
+4,961
| New | +$381K |
|
137
Suncor Energy
SU
$48.3B
| $381K | 0.19% |
+10,386
| New | +$381K |
|
138
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
| $380K | 0.19% |
+3,130
| New | +$380K |
|
139
Cisco
CSCO
$264B
| $377K | 0.19% |
+9,844
| New | +$377K |
|
140
Manulife Financial
MFC
$51.9B
| $374K | 0.19% |
+17,931
| New | +$374K |
|
141
Qualcomm
QCOM
$172B
| $373K | 0.19% |
+5,828
| New | +$373K |
|
142
Humana
HUM
$37.4B
| $370K | 0.19% |
+1,492
| New | +$370K |
|
143
HSBC
HSBC
$227B
| $367K | 0.19% |
+7,780
| New | +$367K |
|
144
United Airlines
UAL
$34.7B
| $365K | 0.19% |
+5,418
| New | +$365K |
|
145
Diageo
DEO
$61.3B
| $362K | 0.18% |
+2,479
| New | +$362K |
|
146
TC Energy
TRP
$53.5B
| $362K | 0.18% |
+7,434
| New | +$362K |
|
147
Waste Management
WM
$88.4B
| $360K | 0.18% |
+4,172
| New | +$360K |
|
148
Intercontinental Exchange
ICE
$99.7B
| $359K | 0.18% |
+5,084
| New | +$359K |
|
149
Vanguard Growth ETF
VUG
$186B
| $357K | 0.18% |
+2,541
| New | +$357K |
|
150
Thomson Reuters
TRI
$78.6B
| $356K | 0.18% |
+7,157
| New | +$356K |
|