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
$1.2B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$14.9M
3
+$13.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.5M
5
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$1.34M

Top Sells

1
+$7.61M
2
+$1.8M
3
+$1.66M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.44M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.4M

Sector Composition

1 Technology 1.92%
2 Financials 1.7%
3 Energy 1.63%
4 Industrials 0.95%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.13%
3,506
-35
77
$1.47M 0.12%
4,013
-846
78
$1.42M 0.12%
24,371
-1,364
79
$1.35M 0.11%
28,530
80
$1.35M 0.11%
14,581
-164
81
$1.34M 0.11%
12,410
+6,828
82
$1.31M 0.11%
10,791
-245
83
$1.3M 0.11%
29,379
-74
84
$1.27M 0.11%
16,230
+4,936
85
$1.21M 0.1%
46,226
-1,857
86
$1.21M 0.1%
7,212
+180
87
$1.18M 0.1%
28,152
88
$1.16M 0.1%
3,526
+15
89
$1.16M 0.1%
13,999
90
$1.12M 0.09%
8,969
-215
91
$1.1M 0.09%
27,981
-1,204
92
$1.1M 0.09%
5,494
-41
93
$1.07M 0.09%
5,184
-127
94
$1.04M 0.09%
4,273
95
$1.01M 0.08%
16,428
+23
96
$966K 0.08%
47,063
+468
97
$929K 0.08%
5,852
-653
98
$915K 0.08%
5,515
-25
99
$913K 0.08%
1,909
100
$899K 0.07%
26,767
+3
2 3
4
5 6