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
101
$598K 0.22%
4,027
+6
102
$595K 0.22%
9,961
-374
103
$590K 0.22%
16,129
+387
104
$580K 0.22%
8,930
105
$547K 0.21%
7,142
-4,640
106
$544K 0.2%
1,579
-468
107
$538K 0.2%
4,507
+1
108
$531K 0.2%
7,266
+63
109
$529K 0.2%
6,800
-1,520
110
$521K 0.2%
1,570
-73
111
$512K 0.19%
1,801
-63
112
$503K 0.19%
20,833
-495
113
$501K 0.19%
3,902
-56
114
$497K 0.19%
1,755
+5
115
$481K 0.18%
3,347
+317
116
$481K 0.18%
14,511
-998
117
$480K 0.18%
2,079
+3
118
$475K 0.18%
+2,283
119
$471K 0.18%
8,705
-220
120
$470K 0.18%
4,153
+1,202
121
$469K 0.18%
13,158
+3,848
122
$461K 0.17%
3,060
-267
123
$461K 0.17%
15,769
-2
124
$457K 0.17%
10,509
-1,064
125
$456K 0.17%
6,669
-671