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
126
$454K 0.17%
1,541
-782
127
$454K 0.17%
4,267
128
$453K 0.17%
10,042
+324
129
$446K 0.17%
3,195
-383
130
$443K 0.17%
1,819
-43
131
$442K 0.17%
16,545
-1,077
132
$437K 0.16%
20,606
+304
133
$433K 0.16%
+8,414
134
$428K 0.16%
1,113
-77
135
$425K 0.16%
4,971
+108
136
$419K 0.16%
14,795
-328
137
$418K 0.16%
5,187
138
$410K 0.15%
5,059
139
$408K 0.15%
1,977
+752
140
$408K 0.15%
4,916
+8
141
$401K 0.15%
2,931
+47
142
$398K 0.15%
4,646
+95
143
$394K 0.15%
8,589
-125
144
$394K 0.15%
3,940
-29
145
$393K 0.15%
901
+10
146
$393K 0.15%
5,056
-199
147
$387K 0.15%
3,036
-247
148
$385K 0.14%
5,101
+643
149
$379K 0.14%
3,655
+500
150
$378K 0.14%
1,663
-39
4 5
6
7 8