1WA
180 Wealth Advisors Portfolio holdings
AUM
$878M
1-Year Est. Return
37.53%
1 Year Est. Return
+37.53%
AUM
$821M
AUM Growth
+$104M
(+14%)
Holding
471
Top Buys
| 1 | +$4.78M | |
| 2 | +$1.67M | |
| 3 | +$1.56M | |
| 4 |
Microsoft
MSFT
|
+$1.38M |
| 5 |
Kroger
KR
|
+$1.31M |
Top Sells
| 1 | +$1.32M | |
| 2 | +$1.2M | |
| 3 | +$897K | |
| 4 |
Owens Corning
OC
|
+$782K |
| 5 |
United Airlines
UAL
|
+$781K |
Sector Composition
| 1 | Technology | 29.42% |
| 2 | Consumer Discretionary | 8.55% |
| 3 | Healthcare | 7.14% |
| 4 | Financials | 5.87% |
| 5 | Communication Services | 5.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
BHP
BHP
$167B
| $1.38M | 0.17% |
24,712
+452
|
|
||
127
iShares TIPS Bond ETF
TIP
$13.8B
| $1.35M | 0.16% |
12,125
-413
|
|
||
128
Enterprise Products Partners
EPD
$70B
| $1.34M | 0.16% |
42,927
+5,633
|
|
||
129
iShares Emerging Markets Dividend ETF
DVYE
$1.08B
| $1.33M | 0.16% |
44,798
+5,592
|
|
||
130
Newmont
NEM
$124B
| $1.32M | 0.16% |
15,668
-205
|
|
||
131
American Express
AXP
$247B
| $1.32M | 0.16% |
3,974
+438
|
|
||
132
Vanguard Small-Cap ETF
VB
$73.6B
| $1.32M | 0.16% |
5,189
+65
|
|
||
|
133
Kroger
KR
$39B
| $1.31M | 0.16% |
+19,421
|
|
||
134
Global X Copper Miners ETF NEW
COPX
$5.64B
| $1.29M | 0.16% |
21,595
+1,806
|
|
||
135
Procter & Gamble
PG
$338B
| $1.27M | 0.15% |
8,248
-27
|
|
||
136
AT&T
T
$167B
| $1.26M | 0.15% |
44,719
-18,764
|
|
||
137
Union Pacific
UNP
$135B
| $1.26M | 0.15% |
5,318
-198
|
|
||
138
Capital Group Core Equity ETF
CGUS
$8.6B
| $1.26M | 0.15% |
31,740
+471
|
|
||
139
ASML
ASML
$523B
| $1.25M | 0.15% |
1,288
-5
|
|
||
140
Xylem
XYL
$34.6B
| $1.24M | 0.15% |
8,432
-1,563
|
|
||
141
Organon & Co
OGN
$2.19B
| $1.23M | 0.15% |
115,571
+2,217
|
|
||
142
Bank of America Series L
BAC.PRL
$3.84B
| $1.22M | 0.15% |
953
+15
|
|
||
143
Welltower
WELL
$131B
| $1.22M | 0.15% |
6,843
-76
|
|
||
144
ServiceNow
NOW
$142B
| $1.21M | 0.15% |
6,595
+130
|
|
||
145
East-West Bancorp
EWBC
$15.9B
| $1.2M | 0.15% |
11,239
-1,707
|
|
||
146
General Motors
GM
$76.4B
| $1.19M | 0.15% |
19,577
-2,672
|
|
||
147
Pfizer
PFE
$144B
| $1.18M | 0.14% |
46,125
-72
|
|
||
148
Hewlett Packard
HPE
$29.7B
| $1.17M | 0.14% |
47,824
-7,755
|
|
||
149
Arch Capital
ACGL
$33.3B
| $1.17M | 0.14% |
12,922
-1,672
|
|
||
150
Ouster
OUST
$1.66B
| $1.17M | 0.14% |
43,166
+2,152
|
|