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
176
$313K 0.12%
7,269
-100
177
$312K 0.12%
3,327
178
$307K 0.12%
11,151
+608
179
$307K 0.12%
5,648
+244
180
$306K 0.11%
8,223
+493
181
$302K 0.11%
4,311
-505
182
$296K 0.11%
1,265
-18
183
$296K 0.11%
3,269
-32
184
$293K 0.11%
2,569
-47
185
$292K 0.11%
3,322
-50
186
$291K 0.11%
2,687
-59
187
$290K 0.11%
7,805
-665
188
$290K 0.11%
1,893
-214
189
$288K 0.11%
1,429
-57
190
$287K 0.11%
+3,665
191
$282K 0.11%
1,249
-33
192
$281K 0.11%
2,609
-92
193
$280K 0.11%
2,256
+286
194
$279K 0.1%
1,244
+75
195
$272K 0.1%
1,817
-889
196
$271K 0.1%
+1,622
197
$268K 0.1%
14,172
+200
198
$267K 0.1%
1,144
-43
199
$264K 0.1%
11,131
-255
200
$263K 0.1%
17,420
-160
6 7
8
9 10