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
$186M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$695K
3
+$606K
4
AAPL icon
Apple
AAPL
+$586K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$535K

Top Sells

1
+$2.38M
2
+$732K
3
+$621K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$586K
5
CMCSA icon
Comcast
CMCSA
+$534K

Sector Composition

1 Technology 32.99%
2 Consumer Discretionary 14.75%
3 Financials 5.72%
4 Healthcare 2.72%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$646K 0.35%
3,097
+17
52
$637K 0.34%
28,038
+3,064
53
$637K 0.34%
3,710
+71
54
$621K 0.33%
2,401
-144
55
$612K 0.33%
12,740
-160
56
$606K 0.33%
2,008
+48
57
$606K 0.33%
2,080
-34
58
$606K 0.33%
+2,405
59
$591K 0.32%
2,018
+280
60
$591K 0.32%
3,818
-488
61
$590K 0.32%
4,080
+680
62
$548K 0.29%
822
-152
63
$541K 0.29%
26,042
+5,042
64
$541K 0.29%
7,165
-981
65
$540K 0.29%
1,916
66
$534K 0.29%
3,905
-87
67
$525K 0.28%
+3,334
68
$510K 0.27%
2,800
+650
69
$505K 0.27%
4,628
+1,098
70
$499K 0.27%
1,963
+168
71
$496K 0.27%
28,902
+1,548
72
$495K 0.27%
5,992
+128
73
$469K 0.25%
2,424
-38
74
$448K 0.24%
27,768
75
$442K 0.24%
6,324
+1,726
1 2
3
4 5