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
$856M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$60.8M
3
+$42.4M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$40.1M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$39.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.12%
2 Energy 0.8%
3 Technology 0.67%
4 Financials 0.43%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.18%
+53,371
77
$1.54M 0.18%
+22,498
78
$1.5M 0.17%
+6,457
79
$1.32M 0.15%
+6,160
80
$1.32M 0.15%
+18,407
81
$1.24M 0.15%
+3,328
82
$1.22M 0.14%
+3,982
83
$1.17M 0.14%
+20,804
84
$1.1M 0.13%
+21,652
85
$1.05M 0.12%
+169,759
86
$970K 0.11%
+14,983
87
$905K 0.11%
+2,411
88
$889K 0.1%
+34,647
89
$888K 0.1%
+2,582
90
$870K 0.1%
+3,610
91
$812K 0.09%
+48,335
92
$783K 0.09%
+2,868
93
$759K 0.09%
+5,500
94
$746K 0.09%
+15,794
95
$734K 0.09%
+48,139
96
$725K 0.08%
+18,816
97
$657K 0.08%
+17,850
98
$630K 0.07%
+2,832
99
$625K 0.07%
+24,095
100
$621K 0.07%
+3,413
2 3
4
5 6