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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$987K
3
+$641K
4
AMZN icon
Amazon
AMZN
+$449K
5
ZM icon
Zoom
ZM
+$337K

Top Sells

1
+$1.75M
2
+$618K
3
+$391K
4
PLTR icon
Palantir
PLTR
+$277K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$254K

Sector Composition

1 Technology 30.96%
2 Consumer Discretionary 13.78%
3 Financials 5.15%
4 Communication Services 3.42%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$565K 0.35%
2,867
+33
52
$552K 0.35%
2,062
53
$514K 0.32%
3,639
54
$499K 0.31%
24,722
+416
55
$485K 0.3%
4,208
+42
56
$456K 0.29%
2,865
+200
57
$446K 0.28%
2,778
+136
58
$439K 0.27%
2,855
+1
59
$424K 0.27%
2,996
+542
60
$413K 0.26%
1,918
61
$413K 0.26%
6,313
-119
62
$402K 0.25%
4,470
+600
63
$398K 0.25%
30,453
64
$395K 0.25%
1,858
+107
65
$394K 0.25%
13,050
+600
66
$388K 0.24%
1,728
+75
67
$387K 0.24%
1,989
+24
68
$385K 0.24%
1,413
+69
69
$378K 0.24%
3,376
70
$374K 0.23%
27,768
-4,100
71
$348K 0.22%
2,740
+2
72
$346K 0.22%
1,615
-38
73
$337K 0.21%
1,300
+300
74
$333K 0.21%
3,800
-19,980
75
$333K 0.21%
5,687
+87
1 2
3
4 5