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
$202M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.04M
3
+$1.84M
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$1.67M
5
TSLA icon
Tesla
TSLA
+$1.3M

Top Sells

1
+$3.31M
2
+$1.86M
3
+$955K
4
ADBE icon
Adobe
ADBE
+$918K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$878K

Sector Composition

1 Technology 34.58%
2 Consumer Discretionary 14.52%
3 Financials 6.62%
4 Healthcare 2.36%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.71%
6,320
27
$1.33M 0.66%
31,851
+638
28
$1.28M 0.64%
6,884
+107
29
$1.19M 0.59%
28,757
30
$1.19M 0.59%
3,428
31
$1.18M 0.59%
+66,737
32
$1.11M 0.55%
22,070
-19,000
33
$1.09M 0.54%
28,847
34
$1.02M 0.51%
1,544
35
$983K 0.49%
11,213
-517
36
$982K 0.49%
1,866
37
$970K 0.48%
4,091
38
$957K 0.47%
4,257
+300
39
$927K 0.46%
+69,876
40
$917K 0.45%
6,510
41
$834K 0.41%
36,682
+2,200
42
$766K 0.38%
19,240
43
$758K 0.38%
29,581
44
$757K 0.38%
18,620
45
$741K 0.37%
4,571
46
$734K 0.36%
12,740
47
$711K 0.35%
18,224
+8,574
48
$703K 0.35%
12,161
49
$703K 0.35%
1,206
50
$699K 0.35%
19,471
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