1W
1776 Wealth Portfolio holdings
AUM
$243M
1-Year Return
25.18%
This Quarter Return
-13.41%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$236M
AUM Growth
+$119M
(+101%)
Cap. Flow
+$128M
Cap. Flow
% of AUM
54.27%
Top 10 Holdings %
Top 10 Hldgs %
51.99%
Holding
366
New
27
Increased
299
Reduced
–
Closed
1
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$13.6M |
| 2 |
Adobe
ADBE
|
$13.5M |
| 3 |
Apple
AAPL
|
$8.19M |
| 4 |
Amazon
AMZN
|
$7.95M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$6.04M |
Top Sells
| 1 |
HSBC.PRA
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
|
$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% |
