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
$243M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$800K
3
+$796K
4
NVDA icon
NVIDIA
NVDA
+$617K
5
TSLA icon
Tesla
TSLA
+$465K

Top Sells

1
+$1.86M
2
+$372K
3
+$257K
4
VMC icon
Vulcan Materials
VMC
+$248K
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$247K

Sector Composition

1 Technology 36.35%
2 Consumer Discretionary 15.28%
3 Financials 8.52%
4 Healthcare 2.7%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVT icon
26
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.83B
$1.75M 0.72%
72,608
-601
FJUL icon
27
FT Vest US Equity Buffer ETF July
FJUL
$1.06B
$1.58M 0.65%
30,626
VTI icon
28
Vanguard Total Stock Market ETF
VTI
$547B
$1.57M 0.65%
5,182
-65
LLY icon
29
Eli Lilly
LLY
$918B
$1.55M 0.64%
1,990
-25
HUBS icon
30
HubSpot
HUBS
$20.8B
$1.46M 0.6%
2,630
+758
FMAY icon
31
FT Vest US Equity Buffer ETF May
FMAY
$1.06B
$1.44M 0.59%
28,757
COST icon
32
Costco
COST
$409B
$1.4M 0.58%
1,419
-44
EPD icon
33
Enterprise Products Partners
EPD
$69.8B
$1.4M 0.58%
45,113
-148
COIN icon
34
Coinbase
COIN
$76.6B
$1.39M 0.57%
3,977
SKYY icon
35
First Trust Cloud Computing ETF
SKYY
$3.15B
$1.29M 0.53%
10,599
+5
FMAR icon
36
FT Vest US Equity Buffer ETF March
FMAR
$896M
$1.24M 0.51%
27,765
-88
DFP
37
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$441M
$1.24M 0.51%
60,199
-948
HD icon
38
Home Depot
HD
$361B
$1.21M 0.5%
3,287
-63
GOOG icon
39
Alphabet (Google) Class C
GOOG
$3.34T
$1.17M 0.48%
6,585
BSX icon
40
Boston Scientific
BSX
$152B
$1.13M 0.47%
10,532
-730
VMC icon
41
Vulcan Materials
VMC
$37.1B
$1.1M 0.45%
4,220
-950
FDEC icon
42
FT Vest US Equity Buffer ETF December
FDEC
$1.09B
$1.09M 0.45%
23,257
JPM icon
43
JPMorgan Chase
JPM
$827B
$1.07M 0.44%
3,679
+25
DLR icon
44
Digital Realty Trust
DLR
$54.3B
$1.01M 0.41%
5,775
QMAR icon
45
FT Vest Growth-100 Buffer ETF March
QMAR
$457M
$1M 0.41%
32,386
+596
XOM icon
46
Exxon Mobil
XOM
$503B
$991K 0.41%
9,193
META icon
47
Meta Platforms (Facebook)
META
$1.54T
$968K 0.4%
1,311
+144
NREF
48
NexPoint Real Estate Finance
NREF
$249M
$954K 0.39%
69,154
+7,215
FFEB icon
49
FT Vest US Equity Buffer ETF February
FFEB
$1.12B
$914K 0.38%
17,434
FAUG icon
50
FT Vest US Equity Buffer ETF August
FAUG
$1.01B
$913K 0.38%
18,620
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