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
176
$314K 0.16%
17,475
+1,507
177
$313K 0.16%
1,594
+22
178
$312K 0.15%
+4,779
179
$312K 0.15%
7,158
-9,599
180
$304K 0.15%
3,928
+701
181
$299K 0.15%
2,014
-2,107
182
$299K 0.15%
12,021
+1,561
183
$292K 0.14%
17,170
-23,180
184
$291K 0.14%
16,830
-5,280
185
$290K 0.14%
51,242
+24,512
186
$290K 0.14%
6,531
-1,989
187
$281K 0.14%
+5,071
188
$280K 0.14%
138
189
$279K 0.14%
4,773
+355
190
$270K 0.13%
6,690
-25
191
$270K 0.13%
5,517
-245
192
$267K 0.13%
+1,916
193
$262K 0.13%
3,302
+100
194
$262K 0.13%
+14,175
195
$261K 0.13%
3,285
+311
196
$260K 0.13%
17,442
+4,033
197
$257K 0.13%
+2,719
198
$251K 0.12%
3,483
+159
199
$246K 0.12%
3,364
-1,700
200
$246K 0.12%
4,157
-50
6 7
8
9 10