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
176
$452K 0.11%
8,503
-136
177
$451K 0.11%
22,019
-103
178
$446K 0.11%
21,472
-1,728
179
$444K 0.11%
3,021
-84
180
$444K 0.11%
1,928
+4
181
$443K 0.11%
3,180
-58
182
$442K 0.11%
+7,186
183
$440K 0.11%
6,391
+2,587
184
$440K 0.11%
14,601
+4,814
185
$439K 0.11%
7,747
+2,820
186
$438K 0.11%
3,131
-140
187
$438K 0.11%
995
+249
188
$434K 0.11%
7,887
-426
189
$433K 0.11%
4,902
-244
190
$426K 0.11%
6,207
-1,428
191
$414K 0.1%
2,122
-285
192
$410K 0.1%
4,938
193
$410K 0.1%
5,187
194
$408K 0.1%
3,079
-631
195
$402K 0.1%
901
196
$398K 0.1%
15,277
+1,505
197
$398K 0.1%
1,303
+239
198
$395K 0.1%
5,209
-938
199
$393K 0.1%
10,285
+2,841
200
$393K 0.1%
+24,275
6 7
8
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