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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.91M
3
+$8.78M
4
AMZN icon
Amazon
AMZN
+$7.08M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.01%
2 Consumer Discretionary 10.06%
3 Financials 4.98%
4 Communication Services 3.42%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$387K 0.33%
+11,900
52
$384K 0.33%
+30,453
53
$372K 0.32%
+1,695
54
$370K 0.31%
+3,915
55
$368K 0.31%
+5,083
56
$368K 0.31%
+1,989
57
$365K 0.31%
+1,643
58
$364K 0.31%
+1,547
59
$357K 0.3%
+1,960
60
$354K 0.3%
+1,030
61
$354K 0.3%
+14,290
62
$345K 0.29%
+21,888
63
$326K 0.28%
+5,774
64
$325K 0.28%
+4,995
65
$316K 0.27%
+2,272
66
$306K 0.26%
+2,081
67
$304K 0.26%
+8,095
68
$303K 0.26%
+9,960
69
$293K 0.25%
+2,346
70
$288K 0.25%
+2,074
71
$287K 0.24%
+13,570
72
$287K 0.24%
+4,679
73
$279K 0.24%
+21,000
74
$279K 0.24%
+2,975
75
$274K 0.23%
+4,900
1 2
3
4 5