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
1
$9.58M 4.75%
97,176
-2,065
2
$7.14M 3.54%
84,000
-560
3
$4.79M 2.37%
14,276
+2,121
4
$3.82M 1.89%
82,492
+1,108
5
$3.64M 1.8%
28,764
-7
6
$3.28M 1.62%
41,927
+1,185
7
$3.13M 1.55%
91,255
+10,898
8
$2.8M 1.39%
27,586
+4,113
9
$2.77M 1.37%
13,270
+273
10
$2.71M 1.34%
41,843
-12,176
11
$2.44M 1.21%
76,078
-7,233
12
$2.37M 1.17%
61,727
-3,699
13
$2.31M 1.14%
44,955
-10,922
14
$2.26M 1.12%
28,677
+9,151
15
$2.25M 1.11%
15,873
-405
16
$2.21M 1.1%
64,333
-14,303
17
$2.08M 1.03%
18,909
+4,996
18
$2.05M 1.01%
40,696
-2,584
19
$2.02M 1%
28,331
+10,816
20
$2M 0.99%
31,490
+9,734
21
$1.97M 0.98%
31,502
+7,732
22
$1.91M 0.94%
22,851
+13,458
23
$1.9M 0.94%
15,682
+353
24
$1.9M 0.94%
48,640
+25,895
25
$1.88M 0.93%
9,671
-308
1
2 3 4 5