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
76
$1M 0.38%
499,492
+21,509
77
$1M 0.37%
10,604
+528
78
$1M 0.37%
3,170
-63
79
$983K 0.37%
10,796
+1,331
80
$981K 0.37%
45,287
+3,719
81
$958K 0.36%
68,514
+5,845
82
$932K 0.35%
5,378
-477
83
$895K 0.34%
25,152
+24
84
$859K 0.32%
6,825
+1,221
85
$819K 0.31%
2,549
86
$818K 0.31%
20,785
-2,074
87
$816K 0.31%
13,324
+1,546
88
$786K 0.29%
132,255
+1,371
89
$784K 0.29%
4,911
-248
90
$717K 0.27%
5,100
+1,125
91
$666K 0.25%
3,713
+1,255
92
$660K 0.25%
10,647
-544
93
$659K 0.25%
21,060
-1,095
94
$657K 0.25%
4,677
+531
95
$630K 0.24%
1,884
+98
96
$626K 0.23%
7,090
-234
97
$625K 0.23%
+18,444
98
$619K 0.23%
18,374
+2,135
99
$617K 0.23%
12,270
+454
100
$607K 0.23%
3,470
-94
2 3
4
5 6