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
$259M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$729K
3
+$716K
4
ORCL icon
Oracle
ORCL
+$708K
5
AMD icon
Advanced Micro Devices
AMD
+$677K

Top Sells

1
+$2.17M
2
+$813K
3
+$794K
4
MSFT icon
Microsoft
MSFT
+$675K
5
AMZN icon
Amazon
AMZN
+$655K

Sector Composition

1 Technology 39.97%
2 Consumer Discretionary 15.49%
3 Financials 8.4%
4 Communication Services 2.98%
5 Healthcare 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.8T
$1.74M 0.67%
5,270
+2,171
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$566B
$1.7M 0.66%
5,182
META icon
28
Meta Platforms (Facebook)
META
$1.67T
$1.69M 0.65%
2,303
+992
GOOG icon
29
Alphabet (Google) Class C
GOOG
$3.84T
$1.6M 0.62%
6,585
CRM icon
30
Salesforce
CRM
$236B
$1.57M 0.6%
6,610
-46
LLY icon
31
Eli Lilly
LLY
$908B
$1.56M 0.6%
2,048
+58
FMAY icon
32
FT Vest US Equity Buffer ETF May
FMAY
$1.03B
$1.5M 0.58%
28,757
FJUL icon
33
FT Vest US Equity Buffer ETF July
FJUL
$1.16B
$1.47M 0.57%
26,815
-3,811
EPD icon
34
Enterprise Products Partners
EPD
$70.5B
$1.39M 0.54%
44,590
-523
COIN icon
35
Coinbase
COIN
$74.2B
$1.34M 0.52%
3,977
HUBS icon
36
HubSpot
HUBS
$19.8B
$1.31M 0.5%
2,790
+160
SKYY icon
37
First Trust Cloud Computing ETF
SKYY
$3.1B
$1.3M 0.5%
9,658
-941
QMAR icon
38
FT Vest Growth-100 Buffer ETF March
QMAR
$452M
$1.28M 0.49%
39,645
+7,259
FMAR icon
39
FT Vest US Equity Buffer ETF March
FMAR
$928M
$1.28M 0.49%
27,499
-266
UNH icon
40
UnitedHealth
UNH
$302B
$1.27M 0.49%
3,688
+1,248
DFP
41
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$432M
$1.14M 0.44%
52,741
-7,458
FDEC icon
42
FT Vest US Equity Buffer ETF December
FDEC
$1.12B
$1.14M 0.44%
23,177
-80
JPM icon
43
JPMorgan Chase
JPM
$861B
$1.13M 0.44%
3,578
-101
IBIT icon
44
iShares Bitcoin Trust
IBIT
$71.9B
$1.13M 0.43%
17,335
+7,573
FAUG icon
45
FT Vest US Equity Buffer ETF August
FAUG
$1.13B
$1.1M 0.42%
21,153
+2,533
NREF
46
NexPoint Real Estate Finance
NREF
$259M
$1.03M 0.4%
72,458
+3,304
DLR icon
47
Digital Realty Trust
DLR
$55.3B
$998K 0.38%
5,775
VMC icon
48
Vulcan Materials
VMC
$38.8B
$991K 0.38%
3,220
-1,000
HD icon
49
Home Depot
HD
$350B
$937K 0.36%
2,313
-974
FFEB icon
50
FT Vest US Equity Buffer ETF February
FFEB
$1.16B
$934K 0.36%
17,434
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