1WM

1858 Wealth Management Portfolio holdings

AUM $142M
1-Year Est. Return 30.74%
This Quarter Est. Return
1 Year Est. Return
+30.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$876K
3
+$539K
4
VRT icon
Vertiv
VRT
+$474K
5
ANET icon
Arista Networks
ANET
+$417K

Top Sells

1
+$1.71M
2
+$1.01M
3
+$966K
4
GLIN icon
VanEck India Growth Leaders ETF
GLIN
+$888K
5
LPX icon
Louisiana-Pacific
LPX
+$692K

Sector Composition

1 Technology 31.25%
2 Industrials 14.87%
3 Financials 11.26%
4 Communication Services 7.76%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.17%
2,838
+54
27
$1.24M 1.05%
3,751
+416
28
$1.17M 0.99%
3,351
-97
29
$1.14M 0.97%
8,926
+546
30
$1.11M 0.94%
5,550
+119
31
$1.07M 0.91%
8,069
+631
32
$1.06M 0.89%
1,278
+245
33
$1.05M 0.89%
+25,420
34
$1.03M 0.87%
18,800
-200
35
$971K 0.82%
18,328
+388
36
$966K 0.82%
15,242
+311
37
$954K 0.81%
16,788
+344
38
$952K 0.81%
58,655
+1,186
39
$952K 0.81%
7,054
+2,008
40
$931K 0.79%
1,818
+35
41
$930K 0.79%
15,364
+326
42
$887K 0.75%
5,295
+432
43
$879K 0.74%
3,224
+38
44
$875K 0.74%
2,282
+606
45
$853K 0.72%
6,427
-2
46
$835K 0.71%
3,406
-672
47
$777K 0.66%
3,709
-814
48
$762K 0.65%
8,492
-677
49
$620K 0.53%
6,147
+204
50
$587K 0.5%
2,201
-504
1
2
3 4 5