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
$222M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.2M
3
+$1.13M
4
DLR icon
Digital Realty Trust
DLR
+$1M
5
ETN icon
Eaton
ETN
+$896K

Top Sells

1
+$4.33M
2
+$1.12M
3
+$323K
4
ADBE icon
Adobe
ADBE
+$278K
5
DLTR icon
Dollar Tree
DLTR
+$270K

Sector Composition

1 Technology 34.39%
2 Consumer Discretionary 14.72%
3 Financials 6.66%
4 Healthcare 2.96%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.66%
31,851
27
$1.39M 0.62%
5,570
-750
28
$1.38M 0.62%
6,729
-155
29
$1.33M 0.6%
+45,953
30
$1.32M 0.59%
1,552
+23
31
$1.29M 0.58%
31,827
+2,980
32
$1.28M 0.58%
28,757
33
$1.23M 0.55%
4,591
+500
34
$1.23M 0.55%
63,885
-2,356
35
$1.21M 0.54%
6,585
+75
36
$1.2M 0.54%
+4,477
37
$1.2M 0.54%
3,490
+80
38
$1.13M 0.51%
1,252
+76
39
$1.13M 0.51%
+9,773
40
$1.06M 0.48%
11,127
-86
41
$1.06M 0.48%
4,493
+3
42
$1M 0.45%
+6,602
43
$971K 0.44%
1,907
+39
44
$942K 0.42%
12,231
+194
45
$905K 0.41%
63,475
-6,401
46
$896K 0.4%
+2,858
47
$895K 0.4%
6,447
+300
48
$889K 0.4%
31,790
+2,209
49
$884K 0.4%
3,977
50
$865K 0.39%
36,682
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