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
$211M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$408K
3
+$259K
4
MPC icon
Marathon Petroleum
MPC
+$257K
5
QCOM icon
Qualcomm
QCOM
+$223K

Top Sells

1
+$3.01M
2
+$770K
3
+$495K
4
TSLA icon
Tesla
TSLA
+$438K
5
XOM icon
Exxon Mobil
XOM
+$281K

Sector Composition

1 Technology 30.72%
2 Consumer Discretionary 14.73%
3 Financials 7.04%
4 Healthcare 5.16%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.93%
4,700
27
$1.78M 0.84%
75,240
28
$1.72M 0.82%
6,320
29
$1.42M 0.67%
31,851
30
$1.41M 0.67%
6,884
31
$1.31M 0.62%
3,410
-18
32
$1.27M 0.6%
66,241
-496
33
$1.24M 0.59%
28,757
34
$1.13M 0.54%
28,847
35
$1.12M 0.53%
1,529
-15
36
$1.12M 0.53%
4,257
37
$1.07M 0.51%
11,213
38
$1.06M 0.5%
4,091
39
$1.05M 0.5%
3,977
+1,538
40
$991K 0.47%
6,510
41
$975K 0.46%
22,070
42
$973K 0.46%
69,876
43
$926K 0.44%
4,490
-81
44
$918K 0.43%
1,868
+2
45
$915K 0.43%
1,176
-30
46
$863K 0.41%
36,682
47
$824K 0.39%
12,037
-124
48
$798K 0.38%
18,620
49
$784K 0.37%
29,581
50
$755K 0.36%
12,740
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