1WM
1900 Wealth Management Portfolio holdings
AUM
$1.32B
This Quarter Return
+7.7%
1 Year Return
+11.3%
3 Year Return
+45.47%
5 Year Return
–
10 Year Return
–
AUM
$1.32B
AUM Growth
+$1.32B
(+10%)
Cap. Flow
+$33.7M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
63.8%
Holding
217
New
3
Increased
82
Reduced
99
Closed
3
Top Buys
1 |
Vanguard Russell 1000 ETF
VONE
|
$18.9M |
2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$14M |
3 |
JPMorgan Municipal ETF
JMUB
|
$12.9M |
4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$3.27M |
5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.29M |
Top Sells
1 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
$5.74M |
2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.69M |
3 |
Schwab International Equity ETF
SCHF
|
$1.29M |
4 |
Microsoft
MSFT
|
$1.03M |
5 |
JPMorgan Chase
JPM
|
$978K |
Sector Composition
1 | Technology | 1.83% |
2 | Financials | 1.48% |
3 | Energy | 1.3% |
4 | Industrials | 0.91% |
5 | Consumer Discretionary | 0.79% |