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
$236M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.5M
3
+$8.19M
4
AMZN icon
Amazon
AMZN
+$7.95M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.04M

Top Sells

1
+$75K

Sector Composition

1 Technology 25.1%
2 Consumer Discretionary 10.87%
3 Financials 5.29%
4 Communication Services 3.23%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$747K 0.32%
59,659
+37,771
52
$745K 0.32%
60,906
+30,453
53
$742K 0.31%
5,641
+3,060
54
$738K 0.31%
3,606
+2,576
55
$725K 0.31%
41,362
+31,663
56
$723K 0.31%
3,199
+1,652
57
$707K 0.3%
5,247
+2,585
58
$702K 0.3%
3,713
+2,070
59
$702K 0.3%
10,707
+5,624
60
$692K 0.29%
4,415
+2,426
61
$685K 0.29%
7,975
+4,060
62
$684K 0.29%
6,620
+3,560
63
$667K 0.28%
4,111
+2,151
64
$663K 0.28%
3,068
+2,158
65
$652K 0.28%
23,800
+11,900
66
$624K 0.26%
10,719
+5,724
67
$594K 0.25%
4,596
+2,522
68
$594K 0.25%
3,390
+1,695
69
$593K 0.25%
4,146
+2,264
70
$587K 0.25%
51,130
+32,831
71
$574K 0.24%
23,505
+13,545
72
$565K 0.24%
12,273
+6,499
73
$548K 0.23%
10,291
+5,483
74
$547K 0.23%
9,528
+4,849
75
$532K 0.22%
5,126
+2,780
1 2
3
4 5