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
101
$912K 0.09%
6,239
-382
102
$904K 0.08%
16,374
+2
103
$860K 0.08%
48,948
+533
104
$839K 0.08%
1,510
+3
105
$829K 0.08%
1,645
+33
106
$829K 0.08%
3,350
107
$822K 0.08%
6,130
-1,371
108
$794K 0.07%
4,567
+19
109
$767K 0.07%
5,375
-826
110
$766K 0.07%
26,764
111
$762K 0.07%
745
-91
112
$749K 0.07%
4,541
+3
113
$729K 0.07%
2,327
114
$726K 0.07%
6,817
-5,115
115
$703K 0.07%
14,004
-12,032
116
$701K 0.07%
3,671
-631
117
$699K 0.07%
1,263
118
$664K 0.06%
733
+19
119
$659K 0.06%
9,733
+9
120
$658K 0.06%
6,490
+9
121
$655K 0.06%
5,293
+5
122
$640K 0.06%
2,073
+5
123
$640K 0.06%
9,226
-9,101
124
$633K 0.06%
+16,492
125
$632K 0.06%
6,880
-1,918
3 4
5
6 7