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
126
$474K 0.23%
26,820
+7,940
127
$474K 0.23%
8,564
+2,246
128
$468K 0.23%
15,236
-3,536
129
$466K 0.23%
4,880
-425
130
$463K 0.23%
+6,410
131
$451K 0.22%
+10,110
132
$434K 0.22%
1,981
+23
133
$429K 0.21%
9,928
+2,564
134
$428K 0.21%
14,612
-3,131
135
$427K 0.21%
2,679
+651
136
$425K 0.21%
+5,581
137
$424K 0.21%
8,736
-177
138
$424K 0.21%
10,604
+1,168
139
$423K 0.21%
3,111
+1,281
140
$420K 0.21%
2,916
+279
141
$417K 0.21%
5,279
+1,953
142
$416K 0.21%
5,337
143
$415K 0.21%
1,665
+196
144
$412K 0.2%
5,602
+128
145
$412K 0.2%
3,964
+1,193
146
$411K 0.2%
18,864
+4,886
147
$398K 0.2%
6,580
-1,504
148
$385K 0.19%
2,573
+2
149
$381K 0.19%
3,898
+1,051
150
$378K 0.19%
1,555
-39
4 5
6
7 8