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
-$378K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.35M
3
+$1.56M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$1.49M
5
ICLR icon
Icon
ICLR
+$1.24M

Top Sells

1
+$2.3M
2
+$2.02M
3
+$644K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$535K
5
MSFT icon
Microsoft
MSFT
+$466K

Sector Composition

1 Technology 32.63%
2 Consumer Discretionary 13.51%
3 Financials 5.67%
4 Communication Services 3.12%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.83%
4,285
-322
27
$1.24M 0.71%
60,314
+33,359
28
$1.24M 0.71%
78,944
29
$1.24M 0.7%
+4,716
30
$1.14M 0.65%
6,720
31
$1.11M 0.63%
3,370
-217
32
$1.09M 0.62%
7,575
+300
33
$1.08M 0.61%
10,214
-1,966
34
$1.03M 0.59%
51,188
-1,512
35
$952K 0.54%
24,466
+252
36
$831K 0.47%
2,126
-487
37
$799K 0.46%
9,447
-3,300
38
$797K 0.45%
44,206
+4,953
39
$783K 0.45%
67,405
+45,770
40
$774K 0.44%
2,960
-18
41
$762K 0.43%
15,072
-2,387
42
$728K 0.41%
4,306
-827
43
$627K 0.36%
1,960
-361
44
$620K 0.35%
8,146
+4,586
45
$586K 0.33%
13,985
+3,304
46
$582K 0.33%
1,295
-273
47
$573K 0.33%
12,900
-1,000
48
$571K 0.33%
2,114
-678
49
$571K 0.33%
3,060
50
$559K 0.32%
3,639
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