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
$120M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.62M
3
+$1.44M
4
CDNS icon
Cadence Design Systems
CDNS
+$1.21M
5
NFLX icon
Netflix
NFLX
+$923K

Top Sells

1
+$1.43M
2
+$1.18M
3
+$921K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$883K
5
PYPL icon
PayPal
PYPL
+$859K

Sector Composition

1 Technology 34.81%
2 Industrials 15.96%
3 Financials 8.91%
4 Communication Services 7.67%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.25%
+1,259
77
$295K 0.25%
2,682
-487
78
$294K 0.24%
2,127
+342
79
$293K 0.24%
+324
80
$292K 0.24%
574
-63
81
$291K 0.24%
4,866
+188
82
$285K 0.24%
+2,624
83
$285K 0.24%
1,266
+122
84
$277K 0.23%
1,028
-21
85
$270K 0.22%
2,540
-180
86
$270K 0.22%
1,546
-3,684
87
$264K 0.22%
+443
88
$260K 0.22%
6,068
-1,531
89
$259K 0.22%
478
-1
90
$257K 0.21%
6,200
-3,072
91
$256K 0.21%
1,163
+100
92
$252K 0.21%
832
-166
93
$252K 0.21%
+3,968
94
$251K 0.21%
1,225
-127
95
$249K 0.21%
+2,266
96
$241K 0.2%
+2,264
97
$239K 0.2%
939
-799
98
$238K 0.2%
2,295
99
$238K 0.2%
3,233
-321
100
$237K 0.2%
1,351
2 3
4
5 6