1WM
1858 Wealth Management Portfolio holdings
AUM
$136M
1-Year Est. Return
29.78%
1 Year Est. Return
+29.78%
AUM
$118M
AUM Growth
-$8.2M
(-6.5%)
Holding
135
Top Buys
| 1 | +$1.05M | |
| 2 | +$876K | |
| 3 | +$539K | |
| 4 |
Vertiv
VRT
|
+$474K |
| 5 |
Arista Networks
ANET
|
+$417K |
Top Sells
| 1 | +$1.71M | |
| 2 | +$1.01M | |
| 3 | +$966K | |
| 4 |
VanEck India Growth Leaders ETF
GLIN
|
+$888K |
| 5 |
Louisiana-Pacific
LPX
|
+$692K |
Sector Composition
| 1 | Technology | 31.25% |
| 2 | Industrials | 14.87% |
| 3 | Financials | 11.26% |
| 4 | Communication Services | 7.76% |
| 5 | Healthcare | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lennox International
LII
$17.4B
| – | – |
-341
|
|
||
127
Cheniere Energy
LNG
$48.7B
| – | – |
-1,326
|
|
||
128
Lowe's Companies
LOW
$137B
| – | – |
-900
|
|
||
|
129
Louisiana-Pacific
LPX
$6.32B
| – | – |
-6,686
|
|
||
130
nVent Electric
NVT
$16.2B
| – | – |
-2,949
|
|
||
131
Regeneron Pharmaceuticals
REGN
$61B
| – | – |
-314
|
|
||
132
Sterling Infrastructure
STRL
$10.9B
| – | – |
-4,072
|
|
||
133
Target
TGT
$42.8B
| – | – |
-3,234
|
|
||
134
Walmart
WMT
$852B
| – | – |
-5,939
|
|
||
|
XYZ
135
Block Inc
XYZ
$47.9B
| – | – |
-7,792
|
|