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
151
$376K 0.14%
4,040
-114
152
$375K 0.14%
1,536
-738
153
$373K 0.14%
3,604
+350
154
$371K 0.14%
2,251
-94
155
$368K 0.14%
4,285
+106
156
$365K 0.14%
9,230
+360
157
$364K 0.14%
2,485
+103
158
$362K 0.14%
4,382
-235
159
$355K 0.13%
1,524
-10
160
$350K 0.13%
1,900
-50
161
$350K 0.13%
+2,598
162
$345K 0.13%
2,041
+17
163
$343K 0.13%
4,552
-92
164
$343K 0.13%
22,530
+253
165
$341K 0.13%
2,599
+117
166
$335K 0.13%
2,611
167
$335K 0.13%
1,649
-28
168
$333K 0.12%
6,064
-149
169
$332K 0.12%
3,098
-212
170
$330K 0.12%
3,109
+247
171
$327K 0.12%
9,852
-146
172
$325K 0.12%
1,595
-87
173
$322K 0.12%
11,626
-1,966
174
$317K 0.12%
7,932
-135
175
$315K 0.12%
2,024
-8
5 6
7
8 9