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
+$88.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$722K
3
+$643K
4
NVDA icon
NVIDIA
NVDA
+$633K
5
META icon
Meta Platforms (Facebook)
META
+$389K

Top Sells

1
+$2.73M
2
+$1.64M
3
+$454K
4
GFS icon
GlobalFoundries
GFS
+$377K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$221K

Sector Composition

1 Technology 34.27%
2 Consumer Discretionary 15.05%
3 Financials 8.32%
4 Healthcare 3.45%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.73%
7,137
+245
27
$1.55M 0.71%
45,261
-766
28
$1.5M 0.69%
5,514
+2,656
29
$1.46M 0.67%
30,626
-2,562
30
$1.44M 0.66%
5,247
+656
31
$1.38M 0.64%
1,463
-24
32
$1.33M 0.61%
28,757
33
$1.29M 0.59%
2,455
+102
34
$1.24M 0.57%
61,147
-1,717
35
$1.23M 0.56%
3,350
-48
36
$1.21M 0.55%
5,170
-400
37
$1.18M 0.54%
27,853
38
$1.14M 0.52%
11,262
-331
39
$1.09M 0.5%
9,193
40
$1.08M 0.5%
10,594
41
$1.07M 0.49%
1,872
+1,472
42
$1.03M 0.47%
6,585
43
$1.01M 0.46%
23,257
+1,700
44
$947K 0.44%
61,939
+1,000
45
$899K 0.41%
31,790
46
$896K 0.41%
3,654
+2
47
$851K 0.39%
4,477
48
$851K 0.39%
17,434
+2,011
49
$847K 0.39%
18,620
50
$828K 0.38%
5,775
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2
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