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
51
$3.83M 0.32%
195,359
+2,746
52
$3.71M 0.31%
34,444
+5,228
53
$3.65M 0.31%
19,741
-92
54
$3.45M 0.29%
8,403
+81
55
$3.31M 0.28%
15,563
-97
56
$3.2M 0.27%
85,495
-844
57
$3.19M 0.27%
9,288
-62
58
$3.11M 0.26%
134,374
+2,527
59
$3.11M 0.26%
89,968
-10,013
60
$3.1M 0.26%
122,360
-5,334
61
$2.81M 0.24%
151,966
+3,162
62
$2.76M 0.23%
21,618
-410
63
$2.52M 0.21%
6,878
+84
64
$2.44M 0.21%
9,409
-6,773
65
$2.32M 0.19%
5,118
+16
66
$2.12M 0.18%
11,106
67
$2.09M 0.18%
23,628
+63
68
$1.98M 0.17%
19,773
+9,878
69
$1.95M 0.16%
37,398
+20
70
$1.93M 0.16%
38,132
+5,611
71
$1.89M 0.16%
4,859
+5
72
$1.72M 0.14%
3,541
+35
73
$1.64M 0.14%
40,772
74
$1.6M 0.13%
25,735
+5,228
75
$1.59M 0.13%
8,388
+1,471
1 2
3
4 5