1WM
1900 Wealth Management Portfolio holdings
AUM
$1.32B
This Quarter Return
+1.9%
1 Year Return
+11.3%
3 Year Return
+45.47%
5 Year Return
–
10 Year Return
–
AUM
$1.07B
AUM Growth
+$1.07B
(-2.5%)
Cap. Flow
-$45M
Cap. Flow
% of AUM
-4.21%
Top 10 Holdings %
Top 10 Hldgs %
57.18%
Holding
242
New
7
Increased
58
Reduced
109
Closed
21
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$41.1M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$9.56M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$7.7M |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
$7.63M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$5.99M |
Sector Composition
| 1 | Technology | 2% |
| 2 | Financials | 1.77% |
| 3 | Energy | 1.43% |
| 4 | Industrials | 1.01% |
| 5 | Consumer Discretionary | 0.93% |
