1WM

1900 Wealth Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.39%
2 Financials 1.37%
3 Energy 1.08%
4 Industrials 1.07%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BNAI
251
Brand Engagement Network
BNAI
$208M
-4,859