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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$5.36M
3
+$3.85M
4
AME icon
Ametek
AME
+$3.77M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$2.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.8%
2 Industrials 12.87%
3 Financials 10.93%
4 Healthcare 7.97%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.22%
+1,063
102
$235K 0.22%
+1,144
103
$231K 0.22%
+1,596
104
$227K 0.22%
+2,295
105
$227K 0.22%
+2,750
106
$226K 0.21%
+566
107
$226K 0.21%
+479
108
$221K 0.21%
+1,492
109
$219K 0.21%
+1,352
110
$217K 0.21%
+1,785
111
$215K 0.2%
+6,245
112
$213K 0.2%
+1,606
113
$213K 0.2%
+2,720
114
$210K 0.2%
+511
115
$207K 0.2%
+1,389
116
$206K 0.2%
+1,468
117
$206K 0.2%
+2,605
118
$206K 0.2%
+6,300
119
$202K 0.19%
+507
120
$202K 0.19%
+1,868
121
$202K 0.19%
+1,351
1 2 3 4
5