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
-$378K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.35M
3
+$1.56M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$1.49M
5
ICLR icon
Icon
ICLR
+$1.24M

Top Sells

1
+$2.3M
2
+$2.02M
3
+$644K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$535K
5
MSFT icon
Microsoft
MSFT
+$466K

Sector Composition

1 Technology 32.63%
2 Consumer Discretionary 13.51%
3 Financials 5.67%
4 Communication Services 3.12%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$556K 0.32%
974
-503
52
$545K 0.31%
4,906
-2,082
53
$537K 0.31%
1,916
-151
54
$536K 0.31%
13,140
+405
55
$534K 0.3%
9,525
-2,880
56
$534K 0.3%
3,080
-37
57
$531K 0.3%
+24,974
58
$521K 0.3%
25,160
-2,400
59
$519K 0.3%
1,960
+19
60
$517K 0.29%
2,545
-160
61
$494K 0.28%
1,650
+100
62
$487K 0.28%
1,795
+272
63
$475K 0.27%
3,785
-1,120
64
$461K 0.26%
1,738
+49
65
$459K 0.26%
3,992
-144
66
$453K 0.26%
3,400
67
$447K 0.25%
5,864
+2,135
68
$445K 0.25%
27,354
+4,612
69
$430K 0.25%
3,530
+599
70
$427K 0.24%
2,462
-66
71
$423K 0.24%
27,768
72
$413K 0.24%
30,453
73
$392K 0.22%
34,150
74
$378K 0.22%
1,780
-30
75
$374K 0.21%
2,506
-209
1 2
3
4 5