1WM
1858 Wealth Management Portfolio holdings
AUM
$142M
1-Year Est. Return
30.74%
1 Year Est. Return
+30.74%
AUM
$136M
AUM Growth
+$17.5M
(+15%)
Holding
131
Top Buys
| 1 | +$5.81M | |
| 2 | +$3.06M | |
| 3 | +$1.33M | |
| 4 |
Boeing
BA
|
+$1.32M |
| 5 |
Nu Holdings
NU
|
+$1.06M |
Top Sells
| 1 | +$2.94M | |
| 2 | +$2.92M | |
| 3 | +$2.9M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.11M |
| 5 |
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
|
+$1.05M |
Sector Composition
| 1 | Technology | 34.19% |
| 2 | Industrials | 17.41% |
| 3 | Financials | 11.32% |
| 4 | Communication Services | 8.87% |
| 5 | Healthcare | 5.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Goldman Sachs
GS
$242B
| – | – |
-368
|
|
||
127
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
| – | – |
-130,069
|
|
||
128
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$751M
| – | – |
-133,257
|
|
||
|
129
iShares Russell 2000 ETF
IWM
$68.2B
| – | – |
-5,550
|
|
||
130
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
| – | – |
-16,788
|
|
||
131
Northrop Grumman
NOC
$79.6B
| – | – |
-1,818
|
|