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
$167M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.03M
3
+$1.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$835K
5
AAPL icon
Apple
AAPL
+$832K

Top Sells

1
+$795K
2
+$656K
3
+$446K
4
AMT icon
American Tower
AMT
+$399K
5
RITM icon
Rithm Capital
RITM
+$383K

Sector Composition

1 Technology 31.99%
2 Consumer Discretionary 13.21%
3 Financials 6.36%
4 Communication Services 2.18%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.76%
6,345
+755
27
$1.13M 0.68%
15,680
+1,500
28
$1.12M 0.67%
45,379
29
$1.08M 0.65%
6,320
30
$1.05M 0.63%
7,076
+402
31
$1.04M 0.63%
3,533
+11
32
$930K 0.56%
1,967
+13
33
$873K 0.52%
13,047
34
$835K 0.5%
+4,091
35
$779K 0.47%
68,944
-10,000
36
$762K 0.46%
13,470
+45
37
$745K 0.45%
40,000
-201
38
$738K 0.44%
18,788
-6,071
39
$736K 0.44%
14,306
40
$721K 0.43%
15,072
41
$713K 0.43%
33,413
+4,710
42
$689K 0.41%
18,885
43
$688K 0.41%
12,740
44
$677K 0.41%
6,510
+2,190
45
$671K 0.4%
+19,240
46
$667K 0.4%
52,375
47
$653K 0.39%
1,314
+5
48
$644K 0.39%
8,613
+3,806
49
$603K 0.36%
1,969
+7
50
$603K 0.36%
2,950
1
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