1WM
1858 Wealth Management Portfolio holdings
AUM
$136M
This Quarter Return
+9.44%
1 Year Return
+29.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
33.19%
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% |
