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
51
$1.09M 0.54%
25,276
+10,605
52
$1.08M 0.54%
15,835
+2,468
53
$1.06M 0.53%
4,367
-245
54
$1.05M 0.52%
5,056
+608
55
$1.04M 0.52%
36,543
-30,240
56
$1.03M 0.51%
23,323
+3,358
57
$1.02M 0.51%
14,044
-5,210
58
$1.02M 0.5%
12,314
-388
59
$1.01M 0.5%
28,685
-12,035
60
$1M 0.5%
24,036
+17,800
61
$958K 0.47%
13,053
+1,297
62
$951K 0.47%
21,676
-2,804
63
$929K 0.46%
11,108
+109
64
$926K 0.46%
18,164
+4,891
65
$917K 0.45%
6,645
+128
66
$899K 0.45%
21,924
+10,294
67
$881K 0.44%
10,881
-683
68
$859K 0.43%
29,886
+119
69
$853K 0.42%
5,779
-88
70
$837K 0.41%
5,343
-2,646
71
$833K 0.41%
7,468
-786
72
$831K 0.41%
9,759
-180
73
$831K 0.41%
+9,050
74
$824K 0.41%
11,899
-2,215
75
$813K 0.4%
8,772
+2,964
1 2
3
4 5