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
126
$493 0.04%
+4,780
127
$490 0.04%
+10,827
128
$485 0.04%
9,083
+4,425
129
$452 0.03%
+8,610
130
$437 0.03%
+5,022
131
$436 0.03%
3,222
+110
132
$430 0.03%
1,774
+490
133
$413 0.03%
+2,719
134
$405 0.03%
+18,272
135
$404 0.03%
1,079
-558
136
$396 0.03%
1,795
-691
137
$395 0.03%
+10,128
138
$387 0.03%
8,722
-4,779
139
$365 0.03%
8,409
+1,479
140
$358 0.03%
6,783
+993
141
$343 0.03%
4,744
142
$332 0.03%
2,062
+611
143
$329 0.02%
10,855
144
$327 0.02%
15,733
+3,095
145
$313 0.02%
8,570
146
$312 0.02%
2,981
-829
147
$304 0.02%
2,737
+241
148
$284 0.02%
5,550
149
$268 0.02%
+2,296
150
$262 0.02%
3,559
+758
3 4 5
6
7