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
26
$2.13M 0.8%
10,771
+185
27
$2.11M 0.79%
7,366
-81
28
$2.03M 0.76%
18,562
+551
29
$2.02M 0.76%
53,450
+170
30
$1.84M 0.69%
24,630
+1,905
31
$1.82M 0.68%
25,332
-1,720
32
$1.8M 0.68%
10,279
-205
33
$1.78M 0.67%
5,517
+52
34
$1.77M 0.66%
87,548
+3,176
35
$1.73M 0.65%
5,571
+204
36
$1.72M 0.65%
48,405
+317
37
$1.72M 0.64%
7,900
+1
38
$1.65M 0.62%
37,255
+779
39
$1.58M 0.59%
15,236
+288
40
$1.57M 0.59%
7,615
+769
41
$1.52M 0.57%
14,328
+205
42
$1.51M 0.57%
4,065
+76
43
$1.5M 0.56%
29,679
+1,021
44
$1.49M 0.56%
3,008
-220
45
$1.49M 0.56%
11,888
+204
46
$1.48M 0.55%
14,703
+193
47
$1.47M 0.55%
5,745
-97
48
$1.45M 0.54%
2,251
+80
49
$1.39M 0.52%
102,120
-3,840
50
$1.38M 0.52%
35,252
+2,727
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