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
26
$1.78M 0.88%
31,520
-1,120
27
$1.76M 0.87%
20,710
+5,814
28
$1.74M 0.86%
4,454
+1,276
29
$1.72M 0.85%
32,417
+13,727
30
$1.71M 0.85%
26,242
-1,845
31
$1.7M 0.84%
70,262
+4,441
32
$1.69M 0.84%
31,414
+11,256
33
$1.67M 0.83%
24,160
-403
34
$1.61M 0.8%
12,040
-409
35
$1.6M 0.79%
20,505
-10,439
36
$1.55M 0.77%
31,118
-17,676
37
$1.53M 0.76%
26,416
-4,198
38
$1.51M 0.75%
38,456
-2,676
39
$1.51M 0.75%
30,820
+492
40
$1.5M 0.75%
11,270
+736
41
$1.46M 0.72%
34,505
-3,955
42
$1.43M 0.71%
27,215
+12,783
43
$1.32M 0.66%
23,305
+878
44
$1.27M 0.63%
45,059
-286
45
$1.26M 0.63%
6,484
+3
46
$1.26M 0.63%
4,276
-416
47
$1.25M 0.62%
31,793
-3,359
48
$1.25M 0.62%
11,985
-80
49
$1.2M 0.6%
11,553
-1,799
50
$1.15M 0.57%
17,888
+2,565
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