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
276
$23K 0.01%
+2,100
277
$22K 0.01%
+262
278
$22K 0.01%
800
+400
279
$21K 0.01%
400
+200
280
$21K 0.01%
300
281
$21K 0.01%
+500
282
$21K 0.01%
+1,148
283
$21K 0.01%
151
+50
284
$20K 0.01%
500
+250
285
$19K 0.01%
500
+250
286
$19K 0.01%
139
287
$19K 0.01%
756
+378
288
$18K 0.01%
500
+250
289
$18K 0.01%
700
+350
290
$18K 0.01%
600
+300
291
$17K 0.01%
300
+150
292
$17K 0.01%
650
+325
293
$17K 0.01%
+84
294
$16K 0.01%
100
+50
295
$16K 0.01%
570
+285
296
$16K 0.01%
4,000
+2,000
297
$15K 0.01%
924
298
$14K 0.01%
631
+315
299
$14K 0.01%
288
+144
300
$14K 0.01%
250
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