1W

1776 Wealth Portfolio holdings

AUM $243M
This Quarter Return
+13.59%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$243M
AUM Growth
+$243M
Cap. Flow
+$4.13M
Cap. Flow %
1.7%
Top 10 Hldgs %
51.82%
Holding
149
New
10
Increased
36
Reduced
47
Closed
6

Top Buys

1
BX icon
Blackstone
BX
$894K
2
PLTR icon
Palantir
PLTR
$800K
3
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$796K
4
NVDA icon
NVIDIA
NVDA
$617K
5
TSLA icon
Tesla
TSLA
$465K

Top Sells

1
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
$1.86M
2
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
$372K
3
ABBV icon
AbbVie
ABBV
$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 Shares
Change % 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.42T
$854K 0.35%
3,099
+100
+3% +$27.6K
PANW icon
52
Palo Alto Networks
PANW
$128B
$829K 0.34%
4,052
-156
-4% -$31.9K
MNST icon
53
Monster Beverage
MNST
$62B
$798K 0.33%
12,740
– –
SDVD icon
54
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$587M
$796K 0.33%
+38,834
New +$796K
NXPI icon
55
NXP Semiconductors
NXPI
$57.5B
$787K 0.32%
3,600
-877
-20% -$192K
CB icon
56
Chubb
CB
$111B
$786K 0.32%
2,712
+7
+0.3% +$2.03K
ISRG icon
57
Intuitive Surgical
ISRG
$158B
$779K 0.32%
1,433
-38
-3% -$20.7K
UNH icon
58
UnitedHealth
UNH
$279B
$761K 0.31%
2,440
-15
-0.6% -$4.68K
AMAT icon
59
Applied Materials
AMAT
$124B
$761K 0.31%
4,155
-21
-0.5% -$3.84K
AGQI icon
60
First Trust Active Global Quality Income ETF
AGQI
$56.1M
$754K 0.31%
49,009
-911
-2% -$14K
YDEC icon
61
FT Vest International Equity Moderate Buffer ETF December
YDEC
$76.2M
$753K 0.31%
30,041
-829
-3% -$20.8K
FTC icon
62
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.21B
$725K 0.3%
4,801
– –
XJUN icon
63
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$145M
$716K 0.29%
17,431
– –
AMP icon
64
Ameriprise Financial
AMP
$47.8B
$699K 0.29%
1,310
-54
-4% -$28.8K
QSPT icon
65
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$410M
$675K 0.28%
22,835
– –
NXTG icon
66
First Trust Indxx NextG ETF
NXTG
$389M
$659K 0.27%
6,770
-58
-0.8% -$5.64K
KNG icon
67
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.79B
$655K 0.27%
13,337
+128
+1% +$6.29K
ABT icon
68
Abbott
ABT
$230B
$647K 0.27%
4,759
-345
-7% -$46.9K
QDEC icon
69
FT Vest Growth-100 Buffer ETF December
QDEC
$544M
$645K 0.27%
21,979
– –
URI icon
70
United Rentals
URI
$60.8B
$640K 0.26%
850
– –
FNOV icon
71
FT Vest US Equity Buffer ETF November
FNOV
$984M
$634K 0.26%
12,657
-1,875
-13% -$94K
ORLY icon
72
O'Reilly Automotive
ORLY
$88.1B
$634K 0.26%
7,035
-300
-4% -$27K
NOW icon
73
ServiceNow
NOW
$191B
$631K 0.26%
614
– –
SHW icon
74
Sherwin-Williams
SHW
$90.5B
$617K 0.25%
1,796
-29
-2% -$9.96K
MCK icon
75
McKesson
MCK
$85.9B
$614K 0.25%
838
– –
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