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