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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$783K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$709K
5
APA icon
APA Corp
APA
+$665K

Top Sells

1
+$1.5M
2
+$797K
3
+$541K
4
LOW icon
Lowe's Companies
LOW
+$493K
5
PLTR icon
Palantir
PLTR
+$445K

Sector Composition

1 Technology 34.25%
2 Consumer Discretionary 13.18%
3 Financials 5.88%
4 Healthcare 2.86%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.74%
80,950
-5,228
27
$1.37M 0.72%
41,070
28
$1.12M 0.59%
+28,757
29
$1.11M 0.58%
45,379
30
$1.1M 0.58%
6,765
-311
31
$1.06M 0.56%
3,428
-105
32
$1.03M 0.54%
+28,847
33
$1.01M 0.53%
15,680
34
$957K 0.5%
4,677
+1,677
35
$916K 0.48%
69,876
+17,501
36
$901K 0.47%
4,091
37
$897K 0.47%
1,866
-101
38
$888K 0.47%
11,697
-1,350
39
$831K 0.44%
1,544
+230
40
$788K 0.41%
6,510
41
$758K 0.4%
34,482
+1,069
42
$741K 0.39%
68,944
43
$738K 0.39%
40,000
44
$732K 0.39%
12,740
45
$719K 0.38%
18,620
-265
46
$718K 0.38%
15,072
47
$716K 0.38%
19,240
48
$709K 0.37%
+29,581
49
$698K 0.37%
13,209
-1,097
50
$665K 0.35%
+19,471
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