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
$176M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$468K
3
+$427K
4
CPAY icon
Corpay
CPAY
+$423K
5
CSCO icon
Cisco
CSCO
+$338K

Top Sells

1
+$1.39M
2
+$427K
3
+$211K
4
FFIV icon
F5
FFIV
+$209K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$107K

Sector Composition

1 Technology 33.68%
2 Consumer Discretionary 13.75%
3 Financials 4.83%
4 Communication Services 3.56%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$599K 0.34%
2,067
+42
52
$563K 0.32%
3,639
53
$555K 0.31%
26,955
+904
54
$551K 0.31%
27,560
+680
55
$525K 0.3%
2,705
+2,609
56
$491K 0.28%
4,136
57
$482K 0.27%
1,941
58
$480K 0.27%
12,735
59
$468K 0.26%
6,211
60
$456K 0.26%
1,689
61
$456K 0.26%
10,681
+437
62
$446K 0.25%
30,000
-4,000
63
$446K 0.25%
27,768
64
$427K 0.24%
3,400
65
$427K 0.24%
+1,550
66
$426K 0.24%
30,453
67
$424K 0.24%
1,381
68
$423K 0.24%
+1,653
69
$415K 0.23%
2,931
70
$402K 0.23%
2,528
+31
71
$402K 0.23%
2,715
+38
72
$397K 0.22%
3,201
73
$397K 0.22%
1,810
74
$390K 0.22%
34,150
+1,000
75
$388K 0.22%
4,870
+300
1 2
3
4 5