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
201
$260K 0.1%
3,077
-2,293
202
$257K 0.1%
1,189
-399
203
$256K 0.1%
5,134
+118
204
$255K 0.1%
+7,395
205
$254K 0.1%
+14,375
206
$253K 0.09%
7,594
-511
207
$253K 0.09%
4,422
-28
208
$252K 0.09%
3,061
-59
209
$252K 0.09%
32,619
-885
210
$251K 0.09%
+1,122
211
$250K 0.09%
19,750
-241
212
$247K 0.09%
1,792
-138
213
$247K 0.09%
+8,372
214
$246K 0.09%
3,398
-696
215
$246K 0.09%
4,628
-10
216
$246K 0.09%
2,670
217
$243K 0.09%
4,121
+41
218
$239K 0.09%
+833
219
$238K 0.09%
972
220
$237K 0.09%
1,552
221
$236K 0.09%
+1,727
222
$235K 0.09%
3,810
-328
223
$235K 0.09%
1,335
+24
224
$234K 0.09%
710
-539
225
$232K 0.09%
4,172
-158
7 8
9
10 11