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
251
$15K 0.01%
+101
252
$15K 0.01%
+924
253
$15K 0.01%
+186
254
$15K 0.01%
+50
255
$14K 0.01%
+232
256
$14K 0.01%
+500
257
$14K 0.01%
+328
258
$14K 0.01%
+350
259
$14K 0.01%
+250
260
$14K 0.01%
+500
261
$14K 0.01%
+100
262
$13K 0.01%
+100
263
$12K 0.01%
+150
264
$12K 0.01%
+250
265
$12K 0.01%
+139
266
$12K 0.01%
+824
267
$12K 0.01%
+94
268
$11K 0.01%
+200
269
$11K 0.01%
+378
270
$11K 0.01%
+250
271
$11K 0.01%
+285
272
$11K 0.01%
+400
273
$10K 0.01%
+2,000
274
$10K 0.01%
+300
275
$10K 0.01%
+250
9 10
11
12 13