1W

1776 Wealth Portfolio holdings

AUM $254M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$14.2M
2
+$13.7M
3
+$8.76M
4
AMZN icon
Amazon
AMZN
+$8.08M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.37M

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
351
$1K ﹤0.01%
40
+20
352
– –
0
353
– –
0
354
– –
0
355
$0 ﹤0.01%
81
+19
356
– –
0
357
$0 ﹤0.01%
4
+2
358
$0 ﹤0.01%
19
359
$0 ﹤0.01%
3
360
– –
-2,800
361
$0 ﹤0.01%
560
+280
362
$0 ﹤0.01%
2
+1
363
– –
0
364
$0 ﹤0.01%
2
+1
365
$0 ﹤0.01%
18
+9
366
$0 ﹤0.01%
48
+11
11 12 13 14
15