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
$186M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$695K
3
+$606K
4
AAPL icon
Apple
AAPL
+$586K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$535K

Top Sells

1
+$2.38M
2
+$732K
3
+$621K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$586K
5
CMCSA icon
Comcast
CMCSA
+$534K

Sector Composition

1 Technology 32.99%
2 Consumer Discretionary 14.75%
3 Financials 5.72%
4 Healthcare 2.72%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.79%
72,660
+12,346
27
$1.47M 0.79%
4,747
+31
28
$1.41M 0.76%
9,259
+1,300
29
$1.4M 0.75%
6,720
30
$1.3M 0.7%
3,129
-241
31
$1.26M 0.68%
78,944
32
$1.2M 0.65%
11,510
+1,296
33
$1.17M 0.63%
26,219
+1,753
34
$1.08M 0.58%
2,150
+24
35
$948K 0.51%
48,412
+4,206
36
$938K 0.5%
46,900
-4,288
37
$888K 0.48%
73,489
+6,084
38
$873K 0.47%
9,447
39
$869K 0.47%
29,540
+4,380
40
$817K 0.44%
14,281
+9,360
41
$800K 0.43%
1,931
-29
42
$795K 0.43%
2,158
+508
43
$753K 0.4%
15,072
44
$716K 0.38%
16,612
+2,627
45
$715K 0.38%
1,259
-36
46
$711K 0.38%
2,112
-2,173
47
$697K 0.37%
3,060
48
$695K 0.37%
+4,938
49
$670K 0.36%
5,571
+665
50
$660K 0.35%
14,010
+870
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