1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
+$1.1M
2
+$1M
3
+$826K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$795K
5
BA icon
Boeing
BA
+$730K

Top Sells

1
+$986K
2
+$953K
3
+$944K
4
INTC icon
Intel
INTC
+$939K
5
ANDV
Andeavor
ANDV
+$924K

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
251
– –
-2,906
252
– –
-3,931
253
– –
-3,950
254
– –
-16,060
255
– –
-20,711
256
– –
-2,998
257
– –
-6,308
258
– –
-6,445
259
– –
-18,508
260
– –
-1,530
7 8 9 10
11