1W

1776 Wealth Portfolio holdings

AUM $259M
1-Year Est. Return 32.31%
This Quarter Est. Return
1 Year Est. Return
+32.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.91M
3
+$8.78M
4
AMZN icon
Amazon
AMZN
+$7.08M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.01%
2 Consumer Discretionary 10.06%
3 Financials 4.98%
4 Communication Services 3.42%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.02%
+671
227
$25K 0.02%
+400
228
$25K 0.02%
+1,000
229
$24K 0.02%
+903
230
$24K 0.02%
+780
231
$24K 0.02%
+450
232
$24K 0.02%
+200
233
$23K 0.02%
+73
234
$23K 0.02%
+101
235
$21K 0.02%
+300
236
$21K 0.02%
+1,050
237
$21K 0.02%
+108
238
$21K 0.02%
+1,046
239
$20K 0.02%
+250
240
$20K 0.02%
+378
241
$20K 0.02%
+850
242
$20K 0.02%
+117
243
$19K 0.02%
+139
244
$19K 0.02%
+246
245
$19K 0.02%
+326
246
$18K 0.02%
+1,700
247
$15K 0.01%
+203
248
$15K 0.01%
+300
249
$15K 0.01%
+440
250
$15K 0.01%
+200
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