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
$1.07B
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$17.5M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.92M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.9M

Top Sells

1
+$41.1M
2
+$9.56M
3
+$7.7M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7.63M
5
IGIB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.36%
16,182
52
$3.46M 0.32%
19,833
-14
53
$3.42M 0.32%
29,718
+266
54
$3.38M 0.32%
87,298
-22,328
55
$3.31M 0.31%
102,689
-124,822
56
$3.09M 0.29%
8,270
-968
57
$3.07M 0.29%
15,556
-27
58
$3.07M 0.29%
189,072
+3,504
59
$3.04M 0.28%
141,813
-273
60
$2.95M 0.28%
153,432
-442
61
$2.92M 0.27%
9,286
-17
62
$2.73M 0.26%
26,105
-285
63
$2.61M 0.24%
21,984
-55
64
$2.38M 0.22%
91,815
-36,035
65
$2.33M 0.22%
6,989
-5,495
66
$2.09M 0.2%
3,506
+6
67
$2.05M 0.19%
5,047
68
$2.04M 0.19%
11,106
-122
69
$2.04M 0.19%
20,724
-595
70
$1.96M 0.18%
24,207
+3,215
71
$1.94M 0.18%
36,225
-41,275
72
$1.69M 0.16%
33,215
-10,699
73
$1.68M 0.16%
28,530
74
$1.67M 0.16%
41,297
-5,448
75
$1.67M 0.16%
4,844
+6
1 2
3
4 5