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
51
$574K 0.49%
1,565
-520
52
$514K 0.44%
7,182
-5
53
$501K 0.42%
2,304
54
$494K 0.42%
1,817
+9
55
$453K 0.38%
2,657
-3
56
$450K 0.38%
1,673
-823
57
$440K 0.37%
11,213
-8
58
$437K 0.37%
1,719
59
$436K 0.37%
1,016
+196
60
$435K 0.37%
2,816
-192
61
$435K 0.37%
42,490
+22,300
62
$401K 0.34%
2,610
+290
63
$398K 0.34%
1,641
-154
64
$392K 0.33%
6,421
+221
65
$387K 0.33%
5,456
-2,651
66
$368K 0.31%
2,236
+13
67
$367K 0.31%
3,089
-304
68
$359K 0.3%
3,490
-323
69
$354K 0.3%
4,226
+243
70
$338K 0.29%
3,359
+323
71
$326K 0.28%
2,231
+423
72
$326K 0.28%
330
-140
73
$326K 0.28%
5,450
+750
74
$301K 0.25%
574
-37
75
$300K 0.25%
2,919
+570
1 2
3
4 5