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
101
$589K 0.29%
12,761
+1,001
102
$587K 0.29%
5,575
-4,926
103
$581K 0.29%
+11,509
104
$578K 0.29%
3,101
-143
105
$577K 0.29%
6,919
+264
106
$576K 0.29%
+23,710
107
$576K 0.29%
7,131
-8,720
108
$574K 0.28%
5,083
-16
109
$570K 0.28%
9,950
+4,844
110
$566K 0.28%
3,928
-54
111
$561K 0.28%
14,306
+6,309
112
$560K 0.28%
3,926
+1,229
113
$552K 0.27%
16,380
+4,788
114
$548K 0.27%
3,517
-598
115
$545K 0.27%
7,377
-49
116
$541K 0.27%
2,381
-109
117
$532K 0.26%
+3,127
118
$531K 0.26%
4,181
+512
119
$529K 0.26%
+17,410
120
$525K 0.26%
5,755
+217
121
$505K 0.25%
15,382
-132
122
$495K 0.25%
1,664
+15
123
$495K 0.25%
9,986
+675
124
$494K 0.24%
+6,509
125
$485K 0.24%
11,930
+5,467
3 4
5
6 7