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
CRWV
176
CoreWeave Inc
CRWV
$48.8B
$1.05M 0.12%
+14,622
CSCO icon
177
Cisco
CSCO
$298B
$1.02M 0.12%
13,233
-290
MRNA icon
178
Moderna
MRNA
$15.9B
$1M 0.11%
34,018
+6,766
CGXU icon
179
Capital Group International Focus Equity ETF
CGXU
$4.66B
$1M 0.11%
33,852
+1,036
BKR icon
180
Baker Hughes
BKR
$51.4B
$990K 0.11%
21,734
-155
CLF icon
181
Cleveland-Cliffs
CLF
$8.17B
$983K 0.11%
73,989
-10,402
AEM icon
182
Agnico Eagle Mines
AEM
$101B
$982K 0.11%
5,793
+3,754
GLD icon
183
SPDR Gold Trust
GLD
$158B
$981K 0.11%
2,476
+82
MAGX icon
184
Roundhill Daily 2X Long Magnificent Seven ETF
MAGX
$70.3M
$979K 0.11%
+17,116
WFC icon
185
Wells Fargo
WFC
$277B
$964K 0.11%
10,344
+4,456
SHOP icon
186
Shopify
SHOP
$207B
$955K 0.11%
5,936
-138
PWR icon
187
Quanta Services
PWR
$67.1B
$947K 0.11%
2,245
+363
BAC icon
188
Bank of America
BAC
$382B
$945K 0.11%
17,178
+475
LULU icon
189
lululemon athletica
LULU
$23.9B
$926K 0.11%
4,454
+244
DVN icon
190
Devon Energy
DVN
$23.1B
$925K 0.11%
25,246
+2,257
CGGR icon
191
Capital Group Growth ETF
CGGR
$19.5B
$921K 0.1%
20,714
-30
MRVL icon
192
Marvell Technology
MRVL
$69.6B
$917K 0.1%
10,787
-285
KGC icon
193
Kinross Gold
KGC
$40.4B
$909K 0.1%
32,278
-2,968
FLS icon
194
Flowserve
FLS
$9.75B
$901K 0.1%
12,981
-648
DIA icon
195
SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$899K 0.1%
1,871
PSEC icon
196
Prospect Capital
PSEC
$1.4B
$896K 0.1%
346,097
+135,058
IVV icon
197
iShares Core S&P 500 ETF
IVV
$764B
$889K 0.1%
1,298
-123
FOXA icon
198
Fox Class A
FOXA
$32.3B
$882K 0.1%
12,071
+2,086
NVO icon
199
Novo Nordisk
NVO
$252B
$881K 0.1%
17,312
+4,363
BMY icon
200
Bristol-Myers Squibb
BMY
$115B
$878K 0.1%
16,270
-167
6 7
8
9 10