1WM
1900 Wealth Management Portfolio holdings
AUM
$1.32B
This Quarter Return
+9.95%
1 Year Return
+11.3%
3 Year Return
+45.47%
5 Year Return
–
10 Year Return
–
AUM
$856M
AUM Growth
–
Cap. Flow
+$856M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.08%
Holding
139
New
139
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.12% |
| 2 | Energy | 0.8% |
| 3 | Technology | 0.67% |
| 4 | Financials | 0.43% |
| 5 | Industrials | 0.3% |
