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
251
$32K 0.01%
+184
252
$31K 0.01%
500
+250
253
$31K 0.01%
420
254
$30K 0.01%
971
+300
255
$30K 0.01%
3,400
+1,700
256
$29K 0.01%
652
+326
257
$28K 0.01%
374
+188
258
$28K 0.01%
3,412
+3,000
259
$28K 0.01%
+118
260
$28K 0.01%
+150
261
$28K 0.01%
656
+328
262
$27K 0.01%
1,000
+500
263
$26K 0.01%
100
+50
264
$26K 0.01%
870
+430
265
$25K 0.01%
1,000
+500
266
$25K 0.01%
2,100
+1,050
267
$25K 0.01%
1,700
+850
268
$25K 0.01%
200
+100
269
$25K 0.01%
400
270
$25K 0.01%
400
+200
271
$24K 0.01%
+2,000
272
$24K 0.01%
406
+203
273
$24K 0.01%
600
+300
274
$24K 0.01%
200
275
$24K 0.01%
+3,091
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