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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

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