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
$202M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.01M
3
+$831K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$769K
5
NEE icon
NextEra Energy
NEE
+$744K

Top Sells

1
+$986K
2
+$953K
3
+$944K
4
ANDV
Andeavor
ANDV
+$924K
5
INTC icon
Intel
INTC
+$879K

Sector Composition

1 Technology 13.86%
2 Industrials 12.19%
3 Consumer Discretionary 8.77%
4 Healthcare 8.27%
5 Financials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$206K 0.1%
4,345
227
$203K 0.1%
407
228
$203K 0.1%
+3,638
229
$202K 0.1%
+9,486
230
$201K 0.1%
+4,228
231
$197K 0.1%
26,122
-69,862
232
$186K 0.09%
16,921
-39,090
233
$174K 0.09%
18,903
+96
234
$174K 0.09%
26,527
+11,848
235
$168K 0.08%
88,464
+31,114
236
$151K 0.07%
19,418
-2,913
237
$150K 0.07%
19,561
+187
238
$136K 0.07%
+27,552
239
$57K 0.03%
30,000
+10,000
240
– –
-3,094
241
– –
-15,296
242
– –
-5,242
243
– –
-4,286
244
– –
-9,202
245
– –
-7,706
246
– –
-41,088
247
– –
-4,434
248
– –
-2,906
249
– –
-3,931
250
– –
-3,950
7 8 9
10
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