1WM

1900 Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 11.75%
This Quarter Est. Return
1 Year Est. Return
+11.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.3M
3
+$9.89M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$2.8M
2
+$1.76M
3
+$1.53M
4
TPL icon
Texas Pacific Land
TPL
+$1.37M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.06M

Sector Composition

1 Technology 1.97%
2 Financials 1.73%
3 Energy 1.48%
4 Industrials 1.08%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-5,696
227
– –
-391
228
– –
-550
229
– –
-5,826
230
– –
-2,825
6 7 8 9
10