1W

1776 Wealth Portfolio holdings

AUM $254M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$1.38M
3
+$629K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$492K
5
NVDA icon
NVIDIA
NVDA
+$418K

Top Sells

1
+$238K
2
+$229K
3
+$227K
4
QCOM icon
Qualcomm
QCOM
+$226K
5
ADBE icon
Adobe
ADBE
+$204K

Sector Composition

1 Technology 36.43%
2 Consumer Discretionary 14.5%
3 Financials 10.68%
4 Communication Services 3.39%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDVY icon
51
First Trust Rising Dividend Achievers ETF
RDVY
$22.6B
$947K 0.37%
13,871
+145
SHOP icon
52
Shopify
SHOP
$147B
$905K 0.36%
7,630
+1,459
SDVD icon
53
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$826M
$883K 0.35%
40,690
-1,247
VMC icon
54
Vulcan Materials
VMC
$36.6B
$877K 0.34%
3,220
CB icon
55
Chubb
CB
$121B
$861K 0.34%
2,641
+1
AMD icon
56
Advanced Micro Devices
AMD
$885B
$828K 0.33%
4,068
VRT icon
57
Vertiv
VRT
$127B
$823K 0.32%
3,286
+50
HUBS icon
58
HubSpot
HUBS
$11.4B
$790K 0.31%
3,235
+259
MNST icon
59
Monster Beverage
MNST
$87.1B
$778K 0.31%
10,740
-2,000
COST icon
60
Costco
COST
$427B
$769K 0.3%
772
MA icon
61
Mastercard
MA
$417B
$762K 0.3%
1,526
XJUN icon
62
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$176M
$749K 0.29%
17,431
HD icon
63
Home Depot
HD
$312B
$729K 0.29%
2,218
NXTG icon
64
First Trust Indxx NextG ETF
NXTG
$615M
$729K 0.29%
6,514
MCK icon
65
McKesson
MCK
$88.6B
$725K 0.29%
838
NXPI icon
66
NXP Semiconductors
NXPI
$81.3B
$709K 0.28%
3,600
COIN icon
67
Coinbase
COIN
$43B
$700K 0.28%
4,007
+30
ASML icon
68
ASML
ASML
$665B
$693K 0.27%
525
FDL icon
69
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.36B
$690K 0.27%
13,582
QDEC icon
70
FT Vest Growth-100 Buffer ETF December
QDEC
$697M
$678K 0.27%
21,540
FNOV icon
71
FT Vest US Equity Buffer ETF November
FNOV
$1.25B
$676K 0.27%
12,657
FTC icon
72
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.38B
$673K 0.26%
4,364
IBIT icon
73
iShares Bitcoin Trust
IBIT
$51.9B
$666K 0.26%
17,335
QSPT icon
74
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$625M
$662K 0.26%
21,607
EME icon
75
Emcor
EME
$36.8B
$657K 0.26%
890
+150
1 2
3
4 5