1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
+24.25%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$146M
AUM Growth
-$90.7M
(-38%)
Cap. Flow
-$123M
Cap. Flow
% of AUM
-84.17%
Top 10 Holdings %
Top 10 Hldgs %
54.37%
Holding
391
New
26
Increased
17
Reduced
275
Closed
50
Top Buys
Top Sells
| 1 |
Adobe
ADBE
|
$18M |
| 2 |
Amazon
AMZN
|
$10.6M |
| 3 |
Apple
AAPL
|
$10.4M |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$7.74M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$5.54M |
Sector Composition
| 1 | Technology | 27.38% |
| 2 | Consumer Discretionary | 12.34% |
| 3 | Financials | 5.23% |
| 4 | Communication Services | 2.99% |
| 5 | Healthcare | 2.33% |
