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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$987K
3
+$641K
4
AMZN icon
Amazon
AMZN
+$449K
5
ZM icon
Zoom
ZM
+$337K

Top Sells

1
+$1.75M
2
+$618K
3
+$391K
4
PLTR icon
Palantir
PLTR
+$277K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$254K

Sector Composition

1 Technology 30.96%
2 Consumer Discretionary 13.78%
3 Financials 5.15%
4 Communication Services 3.42%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.75%
12,604
+5
27
$1.03M 0.64%
43,746
-11,754
28
$1M 0.63%
15,500
+2,100
29
$987K 0.62%
+7,075
30
$975K 0.61%
11,327
+325
31
$960K 0.6%
6,470
+950
32
$959K 0.6%
3,612
+23
33
$943K 0.59%
5,205
+98
34
$939K 0.59%
2,678
+108
35
$936K 0.59%
12,747
36
$924K 0.58%
45,175
37
$724K 0.45%
21,608
+3,904
38
$705K 0.44%
1,513
+18
39
$702K 0.44%
7,264
+23
40
$683K 0.43%
13,272
+3,875
41
$662K 0.41%
12,629
+130
42
$652K 0.41%
14,100
-120
43
$633K 0.4%
1,878
+1,000
44
$621K 0.39%
2,378
+34
45
$601K 0.38%
1,594
+15
46
$595K 0.37%
41,261
+474
47
$586K 0.37%
5,000
+67
48
$582K 0.36%
36,039
+1,140
49
$582K 0.36%
2,133
-125
50
$566K 0.35%
3,560
+400
1
2
3 4 5