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
$267M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1M
3
+$633K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$625K
5
GS icon
Goldman Sachs
GS
+$475K

Top Sells

1
+$1.1M
2
+$1.08M
3
+$940K
4
AAPL icon
Apple
AAPL
+$711K
5
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$702K

Sector Composition

1 Technology 20.17%
2 Consumer Discretionary 10.08%
3 Healthcare 8.47%
4 Financials 6.54%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.09%
24,191
-85
227
$231K 0.09%
830
-70
228
$231K 0.09%
+4,259
229
$230K 0.09%
759
-232
230
$227K 0.09%
1,056
+367
231
$226K 0.08%
4,574
-180
232
$224K 0.08%
+1,740
233
$224K 0.08%
1,363
-3
234
$223K 0.08%
4,397
235
$223K 0.08%
5,306
-626
236
$222K 0.08%
1,550
237
$221K 0.08%
+1,791
238
$220K 0.08%
5,674
+150
239
$218K 0.08%
2,680
+28
240
$218K 0.08%
2,279
-36
241
$218K 0.08%
634
-81
242
$217K 0.08%
+2,291
243
$216K 0.08%
+1,674
244
$213K 0.08%
1,397
-147
245
$213K 0.08%
1,376
-136
246
$209K 0.08%
+1,824
247
$208K 0.08%
+4,919
248
$207K 0.08%
3,669
-310
249
$207K 0.08%
+376
250
$206K 0.08%
1,144
-43
8 9
10
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