1WA
180 Wealth Advisors Portfolio holdings
AUM
$821M
1-Year Est. Return
35.01%
1 Year Est. Return
+35.01%
AUM
$717M
AUM Growth
+$89.1M
(+14%)
Holding
441
Top Buys
| 1 | +$2.72M | |
| 2 | +$1.61M | |
| 3 | +$1.45M | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$918K |
| 5 |
BlackRock Resources & Commodities Strategy Trust
BCX
|
+$910K |
Top Sells
| 1 | +$2.92M | |
| 2 | +$651K | |
| 3 | +$644K | |
| 4 |
Broadcom
AVGO
|
+$627K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$577K |
Sector Composition
| 1 | Technology | 29.29% |
| 2 | Consumer Discretionary | 8.49% |
| 3 | Healthcare | 6.89% |
| 4 | Financials | 6.29% |
| 5 | Communication Services | 5.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Owens Corning
OC
$8.56B
| $782K | 0.11% |
5,688
-1,233
|
|
||
177
United Airlines
UAL
$31.5B
| $781K | 0.11% |
9,808
-2,119
|
|
||
178
Kyndryl
KD
$6.02B
| $768K | 0.11% |
18,310
-2,970
|
|
||
179
Vale
VALE
$51.9B
| $760K | 0.11% |
78,285
+3,996
|
|
||
180
Uber
UBER
$191B
| $759K | 0.11% |
8,133
-2,585
|
|
||
181
Corning
GLW
$73.3B
| $756K | 0.11% |
14,377
-1,115
|
|
||
182
TC Energy
TRP
$54.4B
| $755K | 0.11% |
15,479
-387
|
|
||
183
Vanguard Materials ETF
VAW
$2.67B
| $753K | 0.11% |
3,865
+12
|
|
||
184
Marvell Technology
MRVL
$78.4B
| $742K | 0.1% |
9,589
+741
|
|
||
185
Bristol-Myers Squibb
BMY
$95B
| $741K | 0.1% |
16,015
-2,339
|
|
||
186
Cisco
CSCO
$280B
| $737K | 0.1% |
10,621
+667
|
|
||
187
iShares Core S&P 500 ETF
IVV
$666B
| $734K | 0.1% |
1,182
-411
|
|
||
188
Warner Bros
WBD
$56.2B
| $726K | 0.1% |
63,380
-10,283
|
|
||
189
Philip Morris
PM
$239B
| $725K | 0.1% |
3,980
-69
|
|
||
190
lululemon athletica
LULU
$19.7B
| $723K | 0.1% |
3,043
-553
|
|
||
191
Devon Energy
DVN
$21.1B
| $718K | 0.1% |
22,583
-1,769
|
|
||
192
Transocean
RIG
$4.38B
| $717K | 0.1% |
276,851
+113,320
|
|
||
193
Weyerhaeuser
WY
$16.6B
| $713K | 0.1% |
27,752
+3,488
|
|
||
194
Dimensional US Targeted Value ETF
DFAT
$11.4B
| $708K | 0.1% |
13,112
+1,334
|
|
||
195
Skyworks Solutions
SWKS
$10.3B
| $699K | 0.1% |
9,382
-322
|
|
||
196
SPDR Gold Trust
GLD
$128B
| $697K | 0.1% |
2,286
+8
|
|
||
197
Dow Inc
DOW
$15.8B
| $696K | 0.1% |
26,288
+7,926
|
|
||
198
Altria Group
MO
$97.4B
| $695K | 0.1% |
11,853
-221
|
|
||
199
Mastercard
MA
$496B
| $695K | 0.1% |
1,236
-98
|
|
||
200
Kinross Gold
KGC
$29.4B
| $675K | 0.09% |
43,196
-330
|
|