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
301
$14K 0.01%
100
302
$14K 0.01%
62
+31
303
$12K 0.01%
139
304
$12K 0.01%
94
305
$10K ﹤0.01%
+1,000
306
$10K ﹤0.01%
127
307
$10K ﹤0.01%
540
308
$10K ﹤0.01%
168
309
$10K ﹤0.01%
113
310
$10K ﹤0.01%
+1,000
311
$10K ﹤0.01%
+700
312
$10K ﹤0.01%
122
313
$9K ﹤0.01%
17
314
$9K ﹤0.01%
90
315
$9K ﹤0.01%
327
316
$9K ﹤0.01%
107
317
$9K ﹤0.01%
200
+100
318
$9K ﹤0.01%
51
319
$8K ﹤0.01%
192
+96
320
$8K ﹤0.01%
+250
321
$8K ﹤0.01%
+308
322
$8K ﹤0.01%
+100
323
$8K ﹤0.01%
28
324
$7K ﹤0.01%
+280
325
$7K ﹤0.01%
2,000
+1,000
11 12
13
14 15