1WM

1858 Wealth Management Portfolio holdings

AUM $142M
1-Year Est. Return 30.74%
This Quarter Est. Return
1 Year Est. Return
+30.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$876K
3
+$539K
4
VRT icon
Vertiv
VRT
+$474K
5
ANET icon
Arista Networks
ANET
+$417K

Top Sells

1
+$1.71M
2
+$1.01M
3
+$966K
4
GLIN icon
VanEck India Growth Leaders ETF
GLIN
+$888K
5
LPX icon
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
– –
-1,326
127
– –
-900
128
– –
-6,686
129
– –
-1,932
130
– –
-2,949
131
– –
-314
132
– –
-4,072
133
– –
-3,234
134
– –
-5,939
135
– –
-7,792
2 3 4 5
6