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
51
$1.38M 0.52%
23,131
+3,350
52
$1.36M 0.51%
22,253
+16,374
53
$1.35M 0.51%
25,203
+1,030
54
$1.34M 0.5%
16,516
-5
55
$1.28M 0.48%
22,416
-37
56
$1.27M 0.48%
9,162
+2,020
57
$1.23M 0.46%
20,249
+422
58
$1.2M 0.45%
+52,974
59
$1.19M 0.45%
13,802
-56
60
$1.18M 0.44%
27,469
+920
61
$1.18M 0.44%
5,626
+227
62
$1.18M 0.44%
30,110
+2,176
63
$1.18M 0.44%
8,257
+1,138
64
$1.18M 0.44%
10,477
+738
65
$1.17M 0.44%
14,114
-121
66
$1.12M 0.42%
68,415
+9,714
67
$1.11M 0.42%
3,588
+316
68
$1.11M 0.42%
2,111
-65
69
$1.06M 0.4%
6,009
-311
70
$1.06M 0.4%
29,100
-590
71
$1.02M 0.38%
16,454
+2,191
72
$1.01M 0.38%
57,125
-943
73
$1.01M 0.38%
8,469
+121
74
$1M 0.38%
9,128
+251
75
$1M 0.38%
4,978
-652
1 2
3
4 5