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