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1WA
180 Wealth Advisors Portfolio holdings
AUM
$997M
1-Year Est. Return
47.84%
This Fund
S&P 500
This Quarter
Est. Return
+22.12%
1 Year Est. Return
+47.84%
3 Year Est. Return
+135.74%
5 Year Est. Return
+171.8%
10 Year Est. Return
–
AUM
$997M
AUM Growth
+$117M
(+13%)
Cap. Flow
+$8.08M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
22.97%
Holding
508
New
36
Increased
193
Reduced
240
Closed
22
Top Buys
| 1 |
AstraZeneca
AZN
|
+$3.86M |
| 2 |
Bunge Global
BG
|
+$3.23M |
| 3 |
MannKind Corp
MNKD
|
+$2.17M |
| 4 |
Hycroft Mining Holding Corp
HYMC
|
+$2.08M |
| 5 |
Valero Energy
VLO
|
+$1.3M |
Top Sells
| 1 |
Target
TGT
|
+$3.97M |
| 2 |
Intel
INTC
|
+$3.32M |
| 3 |
Medtronic
MDT
|
+$2.41M |
| 4 |
Goldman Sachs
GS
|
+$1.08M |
| 5 |
NVIDIA
NVDA
|
+$1M |
Sector Composition
| 1 | Technology | 30.64% |
| 2 | Healthcare | 8.36% |
| 3 | Consumer Discretionary | 6.88% |
| 4 | Industrials | 6.1% |
| 5 | Communication Services | 4.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Growth ETF
VUG
$227B
| $1.5M | 0.15% |
17,390
-418
| -2% | -$35.2K |
|
|
HDV
152
iShares Core High Dividend ETF
HDV
$13.9B
| $1.5M | 0.15% |
54,616
-1,549
| -3% | -$42.1K |
|
153
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
| $1.49M | 0.15% |
29,198
-2,462
| -8% | -$154K |
|
154
Air Products & Chemicals
APD
$65.4B
| $1.49M | 0.15% |
5,083
-1,343
| -21% | -$391K |
|
155
Zscaler
ZS
$24B
| $1.49M | 0.15% |
10,539
+1,224
| +13% | +$171K |
|
156
Amplify Junior Silver Miners ETF
SILJ
$3.31B
| $1.48M | 0.15% |
57,162
+14,912
| +35% | +$442K |
|
157
Pinterest
PINS
$13.3B
| $1.44M | 0.14% |
68,317
-2,249
| -3% | -$45.2K |
|
158
Weyerhaeuser
WY
$17.2B
| $1.42M | 0.14% |
59,432
-1,048
| -2% | -$25.5K |
|
159
SLB Ltd
SLB
$71.1B
| $1.38M | 0.14% |
29,722
-820
| -3% | -$43.9K |
|
|
160
Valero Energy
VLO
$86.9B
| $1.38M | 0.14% |
+5,289
| New | +$1.3M |
|
161
Palantir
PLTR
$321B
| $1.37M | 0.14% |
11,766
+1,293
| +12% | +$176K |
|
162
Devon Energy
DVN
$49.5B
| $1.35M | 0.14% |
32,788
+8,088
| +33% | +$375K |
|
163
Prospect Capital
PSEC
$1.14B
| $1.34M | 0.13% |
580,986
+180,465
| +45% | +$445K |
|
164
Dow Inc
DOW
$21.4B
| $1.34M | 0.13% |
49,046
-2,216
| -4% | -$80.4K |
|
165
Lumentum
LITE
$58.5B
| $1.33M | 0.13% |
1,553
| – | – |
|
|
SLVR
166
Sprott Silver Miners & Physical Silver ETF
SLVR
$629M
| $1.31M | 0.13% |
26,147
+7,214
| +38% | +$427K |
|
167
East-West Bancorp
EWBC
$18.1B
| $1.31M | 0.13% |
10,149
-1,085
| -10% | -$133K |
|
168
Conagra Brands
CAG
$6.74B
| $1.31M | 0.13% |
97,298
+40,253
| +71% | +$562K |
|
169
Verizon
VZ
$179B
| $1.31M | 0.13% |
30,858
-1,483
| -5% | -$69.6K |
|
170
Union Pacific
UNP
$171B
| $1.3M | 0.13% |
4,796
-144
| -3% | -$37.8K |
|
171
General Motors
GM
$70B
| $1.29M | 0.13% |
16,758
-161
| -1% | -$12.7K |
|
172
TE Connectivity
TEL
$58.8B
| $1.29M | 0.13% |
6,405
+898
| +16% | +$191K |
|
173
Capital Group International Focus Equity ETF
CGXU
$6.26B
| $1.28M | 0.13% |
37,111
+2,719
| +8% | +$90.3K |
|
174
iShares Core S&P 500 ETF
IVV
$895B
| $1.28M | 0.13% |
1,710
+181
| +12% | +$132K |
|
175
Archer Daniels Midland
ADM
$39.7B
| $1.25M | 0.13% |
+16,411
| New | +$1.25M |
|
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