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1WM
1900 Wealth Management Portfolio holdings
AUM
$1.56B
1-Year Est. Return
14.13%
This Fund
S&P 500
This Quarter
Est. Return
+9.95%
1 Year Est. Return
+14.13%
3 Year Est. Return
+43.45%
5 Year Est. Return
+37.78%
10 Year Est. Return
–
AUM
$856M
AUM Growth
–
Cap. Flow
+$801M
Cap. Flow
% of AUM
93.51%
Top 10 Holdings %
Top 10 Hldgs %
50.08%
Holding
139
New
139
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$86.6M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$57.6M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$42.1M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$38.1M |
| 5 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
+$37.3M |
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% |
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