1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
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
+$1.2M
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
1
$23.8M 8.92%
110,770
+2,950
2
$11.5M 4.33%
71,720
-3,800
3
$10.8M 4.07%
92,314
-6,050
4
$6.91M 2.59%
52,143
-1,452
5
$5.1M 1.91%
61,571
+269
6
$5.09M 1.91%
61,249
+1,547
7
$4.81M 1.8%
117,390
-3,102
8
$4.23M 1.59%
75,775
+548
9
$4.23M 1.59%
11,176
-2,485
10
$4.13M 1.55%
46,688
+128
11
$4.05M 1.52%
54,585
-175
12
$3.79M 1.42%
66,091
-2,946
13
$3.33M 1.25%
74,010
-804
14
$3.31M 1.24%
129,912
+951
15
$2.94M 1.1%
45,499
-1,499
16
$2.8M 1.05%
68,279
+5,829
17
$2.73M 1.02%
44,560
-1,993
18
$2.7M 1.01%
34,760
-1,420
19
$2.61M 0.98%
18,077
+59
20
$2.45M 0.92%
23,605
+4,014
21
$2.43M 0.91%
14,553
+146
22
$2.4M 0.9%
50,130
-273
23
$2.37M 0.89%
5,088
-62
24
$2.32M 0.87%
8,678
-446
25
$2.19M 0.82%
67,037
-189
1
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