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
$1.32M
AUM Growth
-$855M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$46.7K
2
+$13.3K
3
+$11.3K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.51K
5
MBB icon
iShares MBS ETF
MBB
+$6.44K

Top Sells

1
+$291K
2
+$290K
3
+$257K
4
SYBX icon
Synlogic
SYBX
+$35K
5
ATHX
Athersys, Inc. Common Stock
ATHX
+$18K

Sector Composition

1 Communication Services 32.32%
2 Consumer Discretionary 0.91%
3 Energy 0.78%
4 Technology 0.67%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4K 0.26%
27,841
+9,295
52
$3.25K 0.25%
+45,178
53
$3.23K 0.24%
110,470
-14,358
54
$3.1K 0.23%
67,743
-20,987
55
$3.04K 0.23%
95,009
-137,985
56
$2.97K 0.22%
+79,206
57
$2.91K 0.22%
28,784
+9,563
58
$2.76K 0.21%
25,462
-1,621
59
$2.74K 0.21%
123,788
-33,807
60
$2.48K 0.19%
131,842
61
$2.47K 0.19%
+18,272
62
$2.44K 0.18%
43,599
+2,676
63
$2.4K 0.18%
15,540
+3,180
64
$2.29K 0.17%
11,099
+590
65
$2.16K 0.16%
9,761
-656
66
$2.12K 0.16%
75,710
67
$2.09K 0.16%
39,540
+2,852
68
$2.08K 0.16%
40,999
-14,805
69
$2.06K 0.16%
9,609
-1,156
70
$2.04K 0.15%
+33,396
71
$2.04K 0.15%
19,994
-1,543
72
$2.03K 0.15%
20,040
73
$1.89K 0.14%
70,206
+13,176
74
$1.88K 0.14%
6,837
-1,212
75
$1.85K 0.14%
25,079
+2,581
1 2
3
4 5