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
1
$6.68M 5.66%
30,071
-2,022
2
$6.14M 5.2%
16,361
+151
3
$4.85M 4.11%
18,300
4
$4.21M 3.56%
38,817
+2,667
5
$3.94M 3.34%
6,834
-462
6
$3.83M 3.24%
22,247
-382
7
$3.43M 2.91%
18,050
+1,207
8
$3.3M 2.79%
6,188
-152
9
$2.94M 2.49%
125,832
+1,843
10
$2.92M 2.47%
130,069
+1,919
11
$2.9M 2.46%
133,257
+1,969
12
$2.8M 2.37%
9,170
+150
13
$2.77M 2.34%
16,218
-112
14
$2.43M 2.06%
33,377
+7,392
15
$2.42M 2.05%
15,497
+191
16
$2.22M 1.88%
60,000
17
$2.09M 1.77%
33,854
+14,198
18
$1.89M 1.6%
9,430
+162
19
$1.89M 1.6%
26,124
+6,563
20
$1.82M 1.54%
5,951
-261
21
$1.75M 1.48%
22,578
+5,379
22
$1.74M 1.48%
3,516
-16
23
$1.68M 1.42%
2,109
+275
24
$1.63M 1.38%
17,520
+1,120
25
$1.43M 1.21%
12,632
+222
1
2 3 4 5