1W
1776 Wealth Portfolio holdings
AUM $218M
AUM
$218M
AUM Growth
+$88.2K (+0%)
Cap. Flow
-$1.11M
Cap. Flow % of AUM
-0.51%
Top 10 Holdings %Top 10 Hldgs %
50.71%
Holding
142
New
2
Increased
24
Reduced
53
Closed
3
Top Buys
| 1 | $841K | |
| 2 | $722K | |
| 3 | $643K | |
| 4 | $633K | |
| 5 | $389K |
Top Sells
| 1 | $2.73M | |
| 2 | $1.64M | |
| 3 | $454K | |
| 4 | $181K | |
| 5 | $166K |
Sector Composition
| 1 | Technology | 34.27% |
| 2 | Consumer Discretionary | 15.05% |
| 3 | Financials | 8.32% |
| 4 | Healthcare | 3.45% |
| 5 | Communication Services | 2.38% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.59M | 0.73% | 7,137 +245 | +4% | +$54.4K | |||
| $1.55M | 0.71% | 45,261 -766 | -2% | -$26.2K | |||
| $1.5M | 0.69% | 5,514 +2,656 | +93% | +$722K | |||
| $1.46M | 0.67% | 30,626 -2,562 | -8% | -$122K | |||
| $1.44M | 0.66% | 5,247 +656 | +14% | +$180K | |||
| $1.38M | 0.64% | 1,463 -24 | -2% | -$22.7K | |||
| $1.33M | 0.61% | 28,757 | – | – | |||
| $1.29M | 0.59% | 2,455 +102 | +4% | +$53.4K | |||
| $1.24M | 0.57% | 61,147 -1,717 | -3% | -$34.8K | |||
| $1.23M | 0.56% | 3,350 -48 | -1% | -$17.6K | |||
| $1.21M | 0.55% | 5,170 -400 | -7% | -$93.3K | |||
| $1.18M | 0.54% | 27,853 | – | – | |||
| $1.14M | 0.52% | 11,262 -331 | -3% | -$33.4K | |||
| $1.09M | 0.5% | 9,193 | – | – | |||
| $1.08M | 0.5% | 10,594 | – | – | |||
| $1.07M | 0.49% | 1,872 +1,472 | +368% | +$841K | |||
| $1.03M | 0.47% | 6,585 | – | – | |||
| $1.01M | 0.46% | 23,257 +1,700 | +8% | +$73.8K | |||
| $947K | 0.43% | 61,939 +1,000 | +2% | +$15.3K | |||
| $899K | 0.41% | 31,790 | – | – | |||
| $896K | 0.41% | 3,654 +2 | +0.1% | +$491 | |||
| $851K | 0.39% | 4,477 | – | – | |||
| $851K | 0.39% | 17,434 +2,011 | +13% | +$98.1K | |||
| $847K | 0.39% | 18,620 | – | – | |||
| $828K | 0.38% | 5,775 | – | – |
