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
$158M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$970K
3
+$353K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$320K
5
NXTG icon
First Trust Indxx NextG ETF
NXTG
+$263K

Top Sells

1
+$611K
2
+$582K
3
+$533K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$429K
5
SNPS icon
Synopsys
SNPS
+$337K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 13.49%
3 Financials 5.44%
4 Communication Services 3.46%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.34%
2,792
-75
52
$535K 0.34%
3,639
53
$531K 0.33%
3,086
+221
54
$525K 0.33%
26,051
+1,329
55
$447K 0.28%
4,136
-72
56
$437K 0.28%
1,941
-48
57
$422K 0.27%
6,211
-102
58
$418K 0.26%
1,381
-32
59
$417K 0.26%
34,000
+8,000
60
$417K 0.26%
10,244
+1,599
61
$416K 0.26%
12,735
-315
62
$412K 0.26%
2,931
-65
63
$409K 0.26%
27,768
64
$396K 0.25%
30,453
65
$394K 0.25%
2,497
-358
66
$393K 0.25%
1,689
-39
67
$387K 0.24%
1,574
-41
68
$387K 0.24%
4,570
+100
69
$376K 0.24%
1,810
-48
70
$370K 0.23%
2,677
-90
71
$364K 0.23%
3,201
-175
72
$359K 0.23%
26,880
+11,200
73
$357K 0.22%
10,900
74
$350K 0.22%
3,932
+2,000
75
$345K 0.22%
2,268
-472
1 2
3
4 5