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
76
$809K 0.4%
17,655
-9,019
77
$805K 0.4%
7,467
+4,074
78
$787K 0.39%
4,801
-517
79
$785K 0.39%
7,492
+1,121
80
$777K 0.39%
30,292
+15,218
81
$775K 0.38%
4,176
+1,045
82
$770K 0.38%
25,426
-20,408
83
$762K 0.38%
4,084
+1,524
84
$758K 0.38%
17,058
+10,370
85
$755K 0.37%
5,532
-226
86
$736K 0.36%
41,986
+5,091
87
$735K 0.36%
3,980
+1,977
88
$730K 0.36%
12,596
+7,615
89
$728K 0.36%
+10,435
90
$723K 0.36%
5,439
+795
91
$691K 0.34%
116,760
-18,320
92
$684K 0.34%
6,859
+2,037
93
$673K 0.33%
+4,048
94
$657K 0.33%
+9,628
95
$627K 0.31%
9,985
+1,820
96
$624K 0.31%
4,444
+595
97
$609K 0.3%
20,136
+2,316
98
$607K 0.3%
7,095
-151
99
$594K 0.29%
+24,500
100
$590K 0.29%
4,260
-1,693
2 3
4
5 6