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
276
$10K 0.01%
+123
277
$10K 0.01%
+168
278
$10K 0.01%
+50
279
$10K 0.01%
+113
280
$10K 0.01%
+122
281
$10K 0.01%
+2,000
282
$10K 0.01%
+300
283
$10K 0.01%
+250
284
$9K 0.01%
+48
285
$9K 0.01%
+170
286
$9K 0.01%
+17
287
$9K 0.01%
+90
288
$9K 0.01%
+26
289
$9K 0.01%
+327
290
$9K 0.01%
+107
291
$9K 0.01%
+35
292
$9K 0.01%
+51
293
$8K 0.01%
+31
294
$8K 0.01%
+28
295
$8K 0.01%
+316
296
$8K 0.01%
+144
297
$7K 0.01%
+412
298
$7K 0.01%
+8,100
299
$6K 0.01%
+18
300
$5K ﹤0.01%
+96
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