1WM
1900 Wealth Management Portfolio holdings
AUM
$1.32B
1-Year Return
11.3%
This Quarter Return
+4.13%
1 Year Return
+11.3%
3 Year Return
+45.47%
5 Year Return
–
10 Year Return
–
AUM
$972M
AUM Growth
+$40.7M
(+4.4%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-1.35%
Top 10 Holdings %
Top 10 Hldgs %
39%
Holding
262
New
22
Increased
90
Reduced
87
Closed
24
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.13M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$6.44M |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$6.34M |
| 4 |
T. Rowe Price QM US Bond ETF
TAGG
|
$6.03M |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
$5.08M |
Top Sells
Sector Composition
| 1 | Technology | 1.97% |
| 2 | Financials | 1.44% |
| 3 | Energy | 1.22% |
| 4 | Consumer Discretionary | 1.21% |
| 5 | Industrials | 1.02% |
