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1WM

1858 Wealth Management Portfolio holdings

AUM $142M
1-Year Est. Return 30.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.74%
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
+$1.62M
2
+$1.5M
3
+$1.38M
4
CDNS icon
Cadence Design Systems
CDNS
+$1.16M
5
GWW icon
W.W. Grainger
GWW
+$960K

Top Sells

1
+$1.43M
2
+$1.18M
3
+$883K
4
PYPL icon
PayPal
PYPL
+$859K
5
GILD icon
Gilead Sciences
GILD
+$754K

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
126
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129
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130
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131
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132
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133
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134
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135
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136
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137
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138
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139
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-1,492
140
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-4,006
141
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-8,802
142
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-1,468
143
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-5,739
144
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145
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-4,963
146
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2 3 4 5
6