1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
+$1.35M
2
+$1.15M
3
+$1.02M
4
DWX icon
State Street SPDR S&P International Dividend ETF
DWX
+$634K
5
MSFT icon
Microsoft
MSFT
+$620K

Top Sells

1
+$1.1M
2
+$1.08M
3
+$835K
4
SPEU icon
State Street SPDR Portfolio Europe ETF
SPEU
+$702K
5
AAPL icon
Apple
AAPL
+$660K

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
251
$205K 0.08%
+4,928
252
$204K 0.08%
7,715
-845
253
$203K 0.08%
+964
254
$190K 0.07%
24,680
+7,919
255
$176K 0.07%
+11,420
256
$168K 0.06%
+20,324
257
$168K 0.06%
11,321
258
$163K 0.06%
+64,624
259
$136K 0.05%
+23,000
260
$131K 0.05%
17,892
+105
261
$123K 0.05%
10,223
-375
262
$120K 0.05%
11,515
+970
263
$78K 0.03%
13,999
+813
264
$68K 0.03%
25,866
+1,699
265
$52K 0.02%
+2,750
266
– –
-2,321
267
– –
-2,750
268
– –
-2,062
269
– –
-1,983
270
– –
-2,081
271
– –
-5,524
272
– –
-11,335
273
– –
-29,672
274
– –
-4,856
275
– –
-2,130
8 9 10
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