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
326
$7K ﹤0.01%
10,700
+2,600
327
$6K ﹤0.01%
64
+32
328
$6K ﹤0.01%
18
329
$6K ﹤0.01%
440
+220
330
$6K ﹤0.01%
130
+115
331
$6K ﹤0.01%
2,000
+1,000
332
$5K ﹤0.01%
+200
333
$5K ﹤0.01%
327
334
$5K ﹤0.01%
102
335
$5K ﹤0.01%
2,000
+1,000
336
$4K ﹤0.01%
80
337
$4K ﹤0.01%
200
+100
338
$4K ﹤0.01%
76
+38
339
$4K ﹤0.01%
2,470
+1,235
340
$4K ﹤0.01%
160
341
$4K ﹤0.01%
213
+107
342
$3K ﹤0.01%
200
343
$3K ﹤0.01%
200
+100
344
$2K ﹤0.01%
56
+28
345
$2K ﹤0.01%
700
346
$2K ﹤0.01%
720
+360
347
$1K ﹤0.01%
54
+27
348
$1K ﹤0.01%
100
+50
349
$1K ﹤0.01%
24
+12
350
$1K ﹤0.01%
40
11 12 13
14
15