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
126
$737K 0.18%
20,325
+330
127
$696K 0.17%
6,302
+406
128
$693K 0.17%
1,084
-48
129
$687K 0.17%
17,149
-325
130
$678K 0.17%
+5,740
131
$670K 0.17%
5,675
+4,359
132
$663K 0.16%
17,894
+1,619
133
$653K 0.16%
6,970
-408
134
$652K 0.16%
1,995
+9
135
$644K 0.16%
1,882
+3
136
$635K 0.16%
33,909
-1,474
137
$634K 0.16%
4,652
-127
138
$633K 0.16%
19,810
+10,482
139
$626K 0.16%
13,229
-2,087
140
$609K 0.15%
4,479
+451
141
$601K 0.15%
1,386
-446
142
$594K 0.15%
7,510
-1,543
143
$573K 0.14%
8,750
+689
144
$558K 0.14%
17,046
+951
145
$556K 0.14%
4,203
+7
146
$553K 0.14%
6,855
+1,041
147
$542K 0.13%
1,300
-75
148
$539K 0.13%
10,030
+95
149
$537K 0.13%
14,245
-415
150
$531K 0.13%
12,592
-1,604
4 5
6
7 8