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
76
$294K 0.25%
7,220
77
$293K 0.25%
937
-1
78
$288K 0.24%
1,462
+237
79
$285K 0.24%
+1,584
80
$283K 0.24%
1,546
-629
81
$282K 0.24%
8,220
82
$280K 0.24%
1,270
-197
83
$279K 0.24%
936
-71
84
$275K 0.23%
2,471
+327
85
$273K 0.23%
1,953
-293
86
$272K 0.23%
2,099
-562
87
$271K 0.23%
2,974
-10,599
88
$267K 0.23%
574
-108
89
$264K 0.22%
1,351
90
$263K 0.22%
3,740
-2,314
91
$261K 0.22%
+3,500
92
$259K 0.22%
2,295
93
$256K 0.22%
6,137
+1,445
94
$253K 0.21%
2,077
-153
95
$252K 0.21%
3,361
+194
96
$252K 0.21%
+3,719
97
$245K 0.21%
+1,479
98
$245K 0.21%
+3,371
99
$245K 0.21%
7,380
100
$242K 0.21%
1,705
-62
2 3
4
5 6