1WM
1858 Wealth Management Portfolio holdings
AUM
$142M
1-Year Est. Return
30.74%
1 Year Est. Return
+30.74%
AUM
$142M
AUM Growth
+$6.85M
(+5.1%)
Holding
132
Top Buys
| 1 | +$5.5M | |
| 2 | +$3.87M | |
| 3 | +$3.47M | |
| 4 |
DUNK
Dana Unconstrained Equity ETF
DUNK
|
+$3.28M |
| 5 |
First Trust Financials AlphaDEX Fund
FXO
|
+$688K |
Top Sells
| 1 | +$5.81M | |
| 2 | +$3.06M | |
| 3 | +$1.96M | |
| 4 |
GE Vernova
GEV
|
+$1.45M |
| 5 |
Carrier Global
CARR
|
+$1.12M |
Sector Composition
| 1 | Technology | 35.38% |
| 2 | Industrials | 15.26% |
| 3 | Financials | 10.45% |
| 4 | Communication Services | 8.6% |
| 5 | Consumer Discretionary | 4.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares 0-3 Month Treasury Bond ETF
SGOV
$65.4B
| – | – |
-2,756
|
|
||
127
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$20.3B
| – | – |
-52,638
|
|
||
128
Synopsys
SNPS
$91B
| – | – |
-1,140
|
|
||
129
WisdomTree Floating Rate Treasury Fund
USFR
$16.6B
| – | – |
-60,867
|
|
||
130
Verisk Analytics
VRSK
$30.1B
| – | – |
-852
|
|
||
131
Weatherford International
WFRD
$5.83B
| – | – |
-4,312
|
|
||
132
Exxon Mobil
XOM
$504B
| – | – |
-2,496
|
|