1W

1776 Wealth Portfolio holdings

AUM $266M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
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
+$822K
2
+$767K
3
+$689K
4
NVDA icon
NVIDIA
NVDA
+$492K
5
HUBS icon
HubSpot
HUBS
+$444K

Top Sells

1
+$1.86M
2
+$364K
3
+$257K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$247K
5
VMC icon
Vulcan Materials
VMC
+$244K

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
26
$1.75M 0.72%
72,608
-601
27
$1.58M 0.65%
30,626
28
$1.57M 0.65%
5,182
-65
29
$1.55M 0.64%
1,990
-25
30
$1.46M 0.6%
2,630
+758
31
$1.44M 0.59%
28,757
32
$1.4M 0.58%
1,419
-44
33
$1.4M 0.58%
45,113
-148
34
$1.39M 0.57%
3,977
35
$1.29M 0.53%
10,599
+5
36
$1.24M 0.51%
27,765
-88
37
$1.24M 0.51%
60,199
-948
38
$1.21M 0.5%
3,287
-63
39
$1.17M 0.48%
6,585
40
$1.13M 0.47%
10,532
-730
41
$1.1M 0.45%
4,220
-950
42
$1.09M 0.45%
23,257
43
$1.07M 0.44%
3,679
+25
44
$1.01M 0.41%
5,775
45
$1M 0.41%
32,386
+596
46
$991K 0.41%
9,193
47
$968K 0.4%
1,311
+144
48
$954K 0.39%
69,154
+7,215
49
$914K 0.38%
17,434
50
$913K 0.38%
18,620
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