1WM

1858 Wealth Management Portfolio holdings

AUM $136M
1-Year Est. Return 29.78%
This Quarter Est. Return
1 Year Est. Return
+29.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.8%
2 Industrials 12.87%
3 Financials 10.93%
4 Healthcare 7.97%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.12%
36,717
27
$1.11M 1.05%
3,280
28
$1.07M 1.01%
10,660
29
$1.06M 1.01%
10,445
30
$1.05M 1%
20,190
31
$1.03M 0.98%
3,498
32
$969K 0.92%
19,190
33
$893K 0.85%
5,230
34
$883K 0.84%
8,802
35
$870K 0.82%
3,349
36
$859K 0.81%
13,981
37
$834K 0.79%
7,966
38
$826K 0.78%
1,765
39
$823K 0.78%
6,803
40
$793K 0.75%
16,511
41
$790K 0.75%
13,756
42
$783K 0.74%
5,606
43
$754K 0.72%
9,310
44
$732K 0.69%
2,112
45
$726K 0.69%
5,761
46
$723K 0.69%
2,654
47
$704K 0.67%
6,394
48
$694K 0.66%
15,753
49
$681K 0.65%
4,394
50
$661K 0.63%
7,851
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