1WM
1900 Wealth Management Portfolio holdings
AUM
$1.32B
1-Year Return
11.3%
This Quarter Return
-2.29%
1 Year Return
+11.3%
3 Year Return
+45.47%
5 Year Return
–
10 Year Return
–
AUM
$1.2B
AUM Growth
+$10.6M
(+0.89%)
Cap. Flow
+$41.9M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
62.9%
Holding
225
New
2
Increased
90
Reduced
87
Closed
11
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$27.7M |
| 2 |
JPMorgan Municipal ETF
JMUB
|
+$14.9M |
| 3 |
Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF
UBND
|
+$13.7M |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$2.5M |
| 5 |
Invesco Bloomberg Pricing Power ETF
POWA
|
+$1.34M |
Top Sells
Sector Composition
| 1 | Technology | 1.92% |
| 2 | Financials | 1.7% |
| 3 | Energy | 1.63% |
| 4 | Industrials | 0.95% |
| 5 | Consumer Discretionary | 0.86% |
