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
26
$1.57M 0.66%
29,767
+14,676
27
$1.51M 0.64%
12,436
+6,408
28
$1.5M 0.64%
26,160
+12,909
29
$1.46M 0.62%
17,560
+8,655
30
$1.39M 0.59%
7,440
+4,331
31
$1.36M 0.58%
7,480
+4,740
32
$1.28M 0.54%
55,060
+29,625
33
$1.25M 0.53%
9,621
+5,828
34
$1.2M 0.51%
4,389
+2,518
35
$1.19M 0.5%
18,058
+9,575
36
$1.18M 0.5%
39,020
+17,020
37
$1.1M 0.47%
55,900
+48,700
38
$957K 0.4%
18,630
+9,315
39
$919K 0.39%
11,038
+4,969
40
$913K 0.39%
22,922
+12,184
41
$882K 0.37%
3,004
+1,567
42
$872K 0.37%
9,966
+5,353
43
$871K 0.37%
39,450
+17,350
44
$862K 0.36%
47,303
+23,573
45
$837K 0.35%
18,682
+9,341
46
$837K 0.35%
7,338
+3,639
47
$797K 0.34%
105,100
+47,550
48
$776K 0.33%
7,538
+4,071
49
$772K 0.33%
2,499
+1,315
50
$747K 0.32%
15,300
+10,400
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