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
151
$372K 0.18%
3,244
-210
152
$365K 0.18%
+4,463
153
$358K 0.18%
32,376
-26,619
154
$355K 0.18%
6,734
155
$355K 0.18%
2,160
-1,057
156
$352K 0.17%
1,436
-226
157
$351K 0.17%
3,909
+396
158
$348K 0.17%
6,240
-140
159
$343K 0.17%
+1,469
160
$343K 0.17%
4,937
161
$340K 0.17%
+6,387
162
$340K 0.17%
2,569
+15
163
$336K 0.17%
5,599
+2,357
164
$334K 0.17%
32,605
+2,870
165
$333K 0.17%
7,759
-55
166
$333K 0.17%
9,797
+2,066
167
$328K 0.16%
25,572
+4,720
168
$326K 0.16%
2,325
+170
169
$325K 0.16%
8,552
+1,382
170
$323K 0.16%
3,878
-11
171
$322K 0.16%
2,685
-144
172
$322K 0.16%
2,786
+693
173
$321K 0.16%
937
-13
174
$320K 0.16%
4,784
-164
175
$318K 0.16%
+5,899
5 6
7
8 9