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
151
$530K 0.13%
2,111
-112
152
$528K 0.13%
8,679
+354
153
$523K 0.13%
1,423
-125
154
$519K 0.13%
2,048
-111
155
$519K 0.13%
19,147
-1,206
156
$517K 0.13%
16,672
+5,206
157
$515K 0.13%
2,695
-134
158
$515K 0.13%
9,424
-5,120
159
$515K 0.13%
2,579
-259
160
$515K 0.13%
2,579
+562
161
$513K 0.13%
12,614
-496
162
$505K 0.13%
4,166
-66
163
$501K 0.12%
+2,148
164
$498K 0.12%
2,154
+6
165
$494K 0.12%
+1,373
166
$489K 0.12%
2,059
-48
167
$485K 0.12%
3,008
-36
168
$480K 0.12%
+6,515
169
$468K 0.12%
11,154
-1,031
170
$464K 0.12%
6,815
-1,022
171
$461K 0.11%
6,331
+1,096
172
$459K 0.11%
7,625
-2,262
173
$458K 0.11%
1,533
+20
174
$458K 0.11%
6,232
+2,824
175
$458K 0.11%
4,650
-799
5 6
7
8 9