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
201
$391K 0.1%
4,105
-425
202
$391K 0.1%
11,547
-973
203
$390K 0.1%
+5,054
204
$390K 0.1%
3,442
-390
205
$390K 0.1%
+6,502
206
$390K 0.1%
20,230
+1,635
207
$388K 0.1%
+1,678
208
$387K 0.1%
2,699
+615
209
$385K 0.1%
+675
210
$384K 0.1%
2,302
+1,055
211
$376K 0.09%
1,201
+244
212
$363K 0.09%
27,231
-6,087
213
$362K 0.09%
2,144
+525
214
$361K 0.09%
5,381
-505
215
$357K 0.09%
2,927
-400
216
$352K 0.09%
4,188
+1,274
217
$352K 0.09%
4,251
-354
218
$351K 0.09%
5,079
+1,563
219
$345K 0.09%
2,326
-183
220
$345K 0.09%
1,940
+357
221
$342K 0.08%
7,149
-61
222
$341K 0.08%
1,363
+15
223
$334K 0.08%
12,688
-93
224
$333K 0.08%
1,554
-60
225
$333K 0.08%
1,435
-131
7 8
9
10 11