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
SILJ icon
151
Amplify Junior Silver Miners ETF
SILJ
$4.66B
$1.21M 0.14%
43,608
+4,380
OGN icon
152
Organon & Co
OGN
$2.24B
$1.2M 0.14%
167,758
+52,187
ACN icon
153
Accenture
ACN
$177B
$1.2M 0.14%
4,471
+3,463
KR icon
154
Kroger
KR
$39.6B
$1.19M 0.14%
19,112
-309
MCK icon
155
McKesson
MCK
$104B
$1.19M 0.14%
1,452
+1,042
PFE icon
156
Pfizer
PFE
$147B
$1.18M 0.13%
47,490
+1,365
BAC.PRL icon
157
Bank of America Series L
BAC.PRL
$3.83B
$1.18M 0.13%
944
-9
SLB icon
158
SLB Ltd
SLB
$69.9B
$1.18M 0.13%
30,663
+131
KALU icon
159
Kaiser Aluminum
KALU
$2.13B
$1.17M 0.13%
10,149
-68
GDV icon
160
Gabelli Dividend & Income Trust
GDV
$2.51B
$1.16M 0.13%
41,881
-1,036
QQQ icon
161
Invesco QQQ Trust
QQQ
$411B
$1.16M 0.13%
1,883
-602
UNP icon
162
Union Pacific
UNP
$136B
$1.15M 0.13%
4,986
-332
HPE icon
163
Hewlett Packard
HPE
$29.6B
$1.12M 0.13%
46,820
-1,004
NOW icon
164
ServiceNow
NOW
$139B
$1.12M 0.13%
7,341
+746
TTWO icon
165
Take-Two Interactive
TTWO
$45.1B
$1.11M 0.13%
4,340
+1,186
GILD icon
166
Gilead Sciences
GILD
$152B
$1.11M 0.13%
9,020
-813
TEL icon
167
TE Connectivity
TEL
$71.1B
$1.1M 0.13%
4,856
+1,709
IJR icon
168
iShares Core S&P Small-Cap ETF
IJR
$94.5B
$1.1M 0.12%
9,129
+720
GD icon
169
General Dynamics
GD
$99.2B
$1.09M 0.12%
3,241
+85
XYL icon
170
Xylem
XYL
$35B
$1.08M 0.12%
7,955
-477
VALE icon
171
Vale
VALE
$63.2B
$1.08M 0.12%
82,508
-3,361
ANF icon
172
Abercrombie & Fitch
ANF
$4.92B
$1.07M 0.12%
8,529
-444
PG icon
173
Procter & Gamble
PG
$339B
$1.07M 0.12%
7,481
-767
XBI icon
174
State Street SPDR S&P Biotech ETF
XBI
$8.76B
$1.07M 0.12%
8,791
+417
OUST icon
175
Ouster
OUST
$1.69B
$1.06M 0.12%
49,122
+5,956
5 6
7
8 9