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
$139M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.28M
3
+$656K
4
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$654K
5
CCI icon
Crown Castle
CCI
+$446K

Top Sells

1
+$1.27M
2
+$506K
3
+$316K
4
ICLR icon
Icon
ICLR
+$280K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$256K

Sector Composition

1 Technology 29.61%
2 Consumer Discretionary 12.58%
3 Financials 7.35%
4 Healthcare 2.55%
5 Real Estate 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.74%
1,954
+28
27
$920K 0.66%
24,859
-34,367
28
$918K 0.66%
28,809
-121
29
$881K 0.63%
78,944
30
$822K 0.59%
6,674
+78
31
$795K 0.57%
7,925
-800
32
$764K 0.55%
14,180
+2,800
33
$756K 0.54%
13,425
+240
34
$752K 0.54%
13,047
+71
35
$741K 0.53%
5,590
-72
36
$741K 0.53%
40,201
-2,499
37
$731K 0.52%
14,306
+1,650
38
$715K 0.51%
15,072
39
$678K 0.49%
46,420
-920
40
$674K 0.48%
2,950
41
$656K 0.47%
+41,258
42
$654K 0.47%
+18,885
43
$647K 0.46%
12,740
44
$611K 0.44%
1,962
+51
45
$605K 0.43%
14,050
+4,700
46
$598K 0.43%
1,309
+34
47
$592K 0.43%
16,197
-235
48
$591K 0.42%
52,375
-5,359
49
$584K 0.42%
5,320
+172
50
$571K 0.41%
28,703
-495
1
2
3 4 5