1W

1776 Wealth Portfolio holdings

AUM $266M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
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 +$12.1M
2 +$8.92M
3 +$7.64M
4
AMZN icon
Amazon
AMZN
+$6.77M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.72M

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
326
$0 ﹤0.01%
+1
327
$0 ﹤0.01%
+9
328
$0 ﹤0.01%
+37
329
0
330
0
331
0
332
$0 ﹤0.01%
+62
333
$0 ﹤0.01%
+15
334
0
335
$0 ﹤0.01%
+280
336
$0 ﹤0.01%
+3
337
0
338
$0 ﹤0.01%
+1
339
$0 ﹤0.01%
+2