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
$218M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$695K
3
+$649K
4
SNPS icon
Synopsys
SNPS
+$510K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$508K

Top Sells

1
+$2.68M
2
+$672K
3
+$651K
4
NAZ icon
Nuveen Arizona Quality Municipal Income Fund
NAZ
+$452K
5
DBRG.PRH icon
DigitalBridge Group 7.125% Series H Preferred Stock
DBRG.PRH
+$449K

Sector Composition

1 Technology 30.72%
2 Consumer Discretionary 17.42%
3 Financials 8.31%
4 Healthcare 3.16%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.75%
33,188
-32
27
$1.56M 0.72%
2,024
+841
28
$1.44M 0.66%
46,027
+36
29
$1.43M 0.66%
5,570
30
$1.36M 0.63%
28,757
31
$1.36M 0.63%
1,487
32
$1.33M 0.61%
4,591
33
$1.32M 0.61%
3,398
34
$1.26M 0.58%
10,594
35
$1.25M 0.58%
6,585
36
$1.25M 0.58%
62,864
-1,066
37
$1.21M 0.55%
27,853
38
$1.19M 0.55%
2,353
+550
39
$1.04M 0.48%
11,593
40
$1.02M 0.47%
5,775
41
$989K 0.45%
+9,193
42
$987K 0.45%
3,977
43
$961K 0.44%
21,557
+3,333
44
$956K 0.44%
60,939
+3,278
45
$948K 0.44%
2,858
46
$946K 0.43%
31,790
47
$931K 0.43%
4,477
48
$875K 0.4%
3,652
+2
49
$867K 0.4%
18,620
50
$784K 0.36%
4,306
1
2
3 4 5