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
201
$244K 0.12%
2,924
-84
202
$240K 0.12%
5,869
203
$240K 0.12%
12,901
-9,888
204
$240K 0.12%
5,050
-462
205
$238K 0.12%
5,371
206
$232K 0.11%
+1,173
207
$230K 0.11%
+2,426
208
$230K 0.11%
9,982
209
$226K 0.11%
28,177
+5,593
210
$225K 0.11%
8,495
-498
211
$224K 0.11%
1,651
-81
212
$223K 0.11%
2,800
-228
213
$221K 0.11%
+3,500
214
$221K 0.11%
15,428
+2,191
215
$220K 0.11%
9,747
-22,105
216
$220K 0.11%
5,397
-3,397
217
$219K 0.11%
3,266
-175
218
$218K 0.11%
5,673
-2,627
219
$215K 0.11%
3,091
-1,208
220
$215K 0.11%
+9,179
221
$215K 0.11%
+9,332
222
$212K 0.11%
1,746
+2
223
$210K 0.1%
4,118
-30
224
$208K 0.1%
2,840
-1,028
225
$206K 0.1%
864
-294
7 8
9
10 11