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
$122M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$880K
3
+$865K
4
AMT icon
American Tower
AMT
+$536K
5
WMT icon
Walmart
WMT
+$529K

Top Sells

1
+$1.84M
2
+$1.44M
3
+$1.31M
4
GWW icon
W.W. Grainger
GWW
+$1.11M
5
TM icon
Toyota
TM
+$1.05M

Sector Composition

1 Technology 31.17%
2 Industrials 15.57%
3 Financials 9.58%
4 Communication Services 7.5%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.28%
2,209
-741
77
$336K 0.28%
574
78
$330K 0.27%
692
+231
79
$321K 0.26%
2,237
-445
80
$321K 0.26%
6,200
81
$286K 0.24%
3,983
-883
82
$286K 0.24%
938
-1
83
$282K 0.23%
5,994
-74
84
$280K 0.23%
1,032
-131
85
$277K 0.23%
2,761
-60
86
$276K 0.23%
+2,020
87
$275K 0.23%
1,028
88
$267K 0.22%
1,225
89
$266K 0.22%
1,480
-30
90
$263K 0.22%
3,387
-3,686
91
$263K 0.22%
2,295
92
$263K 0.22%
2,236
-30
93
$256K 0.21%
1,424
-122
94
$253K 0.21%
4,976
95
$251K 0.21%
1,767
-360
96
$251K 0.21%
917
97
$247K 0.2%
3,167
98
$242K 0.2%
2,892
-59
99
$242K 0.2%
1,351
100
$241K 0.2%
464
-14
2 3
4
5 6