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
76
$1.81K 0.14%
67,482
-28,922
77
$1.78K 0.13%
4,476
+2,065
78
$1.75K 0.13%
55,424
+2,053
79
$1.71K 0.13%
68,724
-3,894
80
$1.7K 0.13%
66,152
-1,440
81
$1.65K 0.12%
6,457
82
$1.64K 0.12%
7,647
-769
83
$1.62K 0.12%
4,081
+753
84
$1.49K 0.11%
+23,792
85
$1.45K 0.11%
6,126
+3,294
86
$1.4K 0.11%
18,270
-137
87
$1.35K 0.1%
25,717
-10,691
88
$1.33K 0.1%
+9,986
89
$1.3K 0.1%
169,759
90
$1.16K 0.09%
4,779
+1,169
91
$1.13K 0.09%
34,647
92
$1.1K 0.08%
3,970
-12
93
$1.08K 0.08%
21,357
-295
94
$1.08K 0.08%
48,335
95
$1.04K 0.08%
14,794
-189
96
$992 0.08%
+4,005
97
$973 0.07%
3,304
+436
98
$955 0.07%
+5,273
99
$940 0.07%
2,582
100
$931 0.07%
5,663
+1,717
2 3
4
5 6