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
$176M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$468K
3
+$427K
4
CPAY icon
Corpay
CPAY
+$423K
5
CSCO icon
Cisco
CSCO
+$338K

Top Sells

1
+$1.39M
2
+$427K
3
+$211K
4
FFIV icon
F5
FFIV
+$209K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$107K

Sector Composition

1 Technology 33.68%
2 Consumer Discretionary 13.75%
3 Financials 4.83%
4 Communication Services 3.56%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.73%
12,180
-120
27
$1.28M 0.72%
78,944
28
$1.17M 0.66%
6,720
29
$1.15M 0.65%
2,978
30
$1.14M 0.65%
12,272
+275
31
$1.14M 0.64%
3,587
+18
32
$1.09M 0.62%
7,275
33
$1.09M 0.62%
12,747
34
$1.07M 0.6%
52,700
35
$1.05M 0.59%
2,613
36
$986K 0.56%
24,214
+2,103
37
$902K 0.51%
5,133
38
$889K 0.5%
17,459
+3,800
39
$767K 0.43%
6,988
40
$746K 0.42%
1,477
41
$745K 0.42%
39,253
+1,723
42
$708K 0.4%
12,405
+94
43
$684K 0.39%
2,321
44
$664K 0.37%
2,792
45
$635K 0.36%
13,900
46
$629K 0.35%
3,060
-250
47
$622K 0.35%
37,307
48
$620K 0.35%
1,568
49
$609K 0.34%
4,905
+38
50
$608K 0.34%
3,117
+31
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