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
$120M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.62M
3
+$1.44M
4
CDNS icon
Cadence Design Systems
CDNS
+$1.21M
5
NFLX icon
Netflix
NFLX
+$923K

Top Sells

1
+$1.43M
2
+$1.18M
3
+$921K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$883K
5
PYPL icon
PayPal
PYPL
+$859K

Sector Composition

1 Technology 34.81%
2 Industrials 15.96%
3 Financials 8.91%
4 Communication Services 7.67%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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