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
$236M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.5M
3
+$8.19M
4
AMZN icon
Amazon
AMZN
+$7.95M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.04M

Top Sells

1
+$75K

Sector Composition

1 Technology 25.1%
2 Consumer Discretionary 10.87%
3 Financials 5.29%
4 Communication Services 3.23%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.02%
1,000
+500
227
$46K 0.02%
112
+40
228
$46K 0.02%
1,002
+501
229
$45K 0.02%
156
+83
230
$44K 0.02%
1,560
+780
231
$43K 0.02%
637
+514
232
$42K 0.02%
132
+106
233
$42K 0.02%
900
+450
234
$41K 0.02%
2,000
+1,000
235
$40K 0.02%
364
+182
236
$40K 0.02%
2,460
+1,242
237
$39K 0.02%
1,056
+678
238
$39K 0.02%
220
+172
239
$38K 0.02%
17,400
+6,200
240
$38K 0.02%
244
+127
241
$38K 0.02%
138
+104
242
$36K 0.02%
1,700
243
$36K 0.02%
1,592
244
$36K 0.02%
1,807
+904
245
$36K 0.02%
+1,350
246
$35K 0.01%
1,441
+310
247
$35K 0.01%
+2,300
248
$34K 0.01%
579
+347
249
$34K 0.01%
2,092
+1,046
250
$34K 0.01%
163
+128
8 9
10
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