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
$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
251
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252
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253
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-9,202
254
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-16,060
255
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-20,711
256
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-2,998
257
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-6,308
258
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-6,445
259
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-18,508
260
– –
-9,165
7 8 9 10
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