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
$223M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$249K
3
+$242K
4
FFIV icon
F5
FFIV
+$220K
5
NKE icon
Nike
NKE
+$210K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1M
5
AMZN icon
Amazon
AMZN
+$795K

Sector Composition

1 Technology 34.65%
2 Consumer Discretionary 14.98%
3 Financials 7.25%
4 Healthcare 3.08%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.65%
6,888
+159
27
$1.39M 0.62%
5,570
28
$1.38M 0.62%
3,398
-92
29
$1.37M 0.62%
63,930
+45
30
$1.34M 0.6%
45,991
+38
31
$1.34M 0.6%
28,757
32
$1.32M 0.59%
1,487
-65
33
$1.3M 0.58%
4,591
34
$1.18M 0.53%
27,853
-3,974
35
$1.1M 0.49%
6,585
36
$1.08M 0.49%
10,594
-533
37
$1.07M 0.48%
4,477
38
$1.05M 0.47%
1,803
-104
39
$1.05M 0.47%
1,183
-69
40
$971K 0.43%
11,593
-638
41
$947K 0.42%
2,858
42
$935K 0.42%
5,775
-827
43
$910K 0.41%
31,790
44
$901K 0.4%
57,661
+3,084
45
$852K 0.38%
18,620
46
$851K 0.38%
4,213
-280
47
$798K 0.36%
18,224
48
$780K 0.35%
2,704
+1
49
$772K 0.35%
52,792
-10,683
50
$770K 0.34%
3,650
+1
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2
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