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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.91M
3
+$8.78M
4
AMZN icon
Amazon
AMZN
+$7.08M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.01%
2 Consumer Discretionary 10.06%
3 Financials 4.98%
4 Communication Services 3.42%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$793K 0.68%
+25,435
27
$776K 0.66%
+38,691
28
$751K 0.64%
+55,811
29
$699K 0.6%
+22,000
30
$665K 0.57%
+3,109
31
$659K 0.56%
+8,905
32
$630K 0.54%
+2,740
33
$618K 0.53%
+8,483
34
$608K 0.52%
+57,550
35
$571K 0.49%
+1,871
36
$568K 0.48%
+6,069
37
$563K 0.48%
+22,100
38
$527K 0.45%
+3,793
39
$495K 0.42%
+10,738
40
$482K 0.41%
+9,315
41
$476K 0.41%
+23,730
42
$461K 0.39%
+3,699
43
$447K 0.38%
+9,341
44
$440K 0.37%
+4,613
45
$436K 0.37%
+1,437
46
$409K 0.35%
+3,467
47
$401K 0.34%
+2,581
48
$400K 0.34%
+1,184
49
$390K 0.33%
+2,662
50
$389K 0.33%
+3,060
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