1WM
1900 Wealth Management Portfolio holdings
AUM
$1.32B
1-Year Return
11.3%
This Quarter Return
+4.79%
1 Year Return
+11.3%
3 Year Return
+45.47%
5 Year Return
–
10 Year Return
–
AUM
$1.05B
AUM Growth
+$1.04B
(+79,007%)
Cap. Flow
+$91.6M
Cap. Flow
% of AUM
8.76%
Top 10 Holdings %
Top 10 Hldgs %
44.71%
Holding
217
New
47
Increased
84
Reduced
58
Closed
2
Top Buys
Top Sells
| 1 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
$5.87M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$5.39M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$5.12M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$4.87M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$4.53M |
Sector Composition
| 1 | Consumer Discretionary | 1.21% |
| 2 | Energy | 1.12% |
| 3 | Technology | 0.91% |
| 4 | Industrials | 0.76% |
| 5 | Materials | 0.72% |
