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
301
$5K ﹤0.01%
+327
302
$5K ﹤0.01%
+102
303
$5K ﹤0.01%
+100
304
$5K ﹤0.01%
+220
305
$5K ﹤0.01%
+1,000
306
$4K ﹤0.01%
+80
307
$4K ﹤0.01%
+1,000
308
$4K ﹤0.01%
+160
309
$4K ﹤0.01%
+1,000
310
$3K ﹤0.01%
+100
311
$3K ﹤0.01%
+32
312
$3K ﹤0.01%
+1,235
313
$3K ﹤0.01%
+700
314
$3K ﹤0.01%
+200
315
$3K ﹤0.01%
+106
316
$2K ﹤0.01%
+38
317
$2K ﹤0.01%
+100
318
$2K ﹤0.01%
+360
319
$1K ﹤0.01%
+27
320
$1K ﹤0.01%
+50
321
$1K ﹤0.01%
+28
322
$1K ﹤0.01%
+12
323
$1K ﹤0.01%
+40
324
$1K ﹤0.01%
+20
325
$1K ﹤0.01%
+19
10 11 12
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