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
$158M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$970K
3
+$353K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$320K
5
NXTG icon
First Trust Indxx NextG ETF
NXTG
+$263K

Top Sells

1
+$611K
2
+$582K
3
+$533K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$429K
5
SNPS icon
Synopsys
SNPS
+$337K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 13.49%
3 Financials 5.44%
4 Communication Services 3.46%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.75%
78,944
27
$1.18M 0.74%
12,300
-304
28
$1.13M 0.71%
6,720
+250
29
$1.08M 0.68%
11,997
+670
30
$1.07M 0.68%
15,300
-200
31
$1.07M 0.68%
3,569
-43
32
$1.07M 0.67%
52,700
+7,525
33
$1.03M 0.65%
22,111
+503
34
$1.02M 0.65%
7,275
+200
35
$997K 0.63%
12,747
36
$957K 0.6%
2,978
+1,100
37
$948K 0.6%
2,613
-65
38
$931K 0.59%
5,133
-72
39
$697K 0.44%
13,659
+387
40
$682K 0.43%
6,988
-276
41
$680K 0.43%
37,530
+1,491
42
$651K 0.41%
1,477
-36
43
$650K 0.41%
12,311
-318
44
$633K 0.4%
13,900
-200
45
$622K 0.39%
2,321
-57
46
$590K 0.37%
37,307
-3,954
47
$586K 0.37%
3,310
-250
48
$561K 0.35%
4,867
-133
49
$556K 0.35%
2,025
-37
50
$536K 0.34%
1,568
-26
1
2
3 4 5