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
$139M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.28M
3
+$656K
4
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$654K
5
CCI icon
Crown Castle
CCI
+$446K

Top Sells

1
+$1.27M
2
+$506K
3
+$316K
4
ICLR icon
Icon
ICLR
+$280K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$256K

Sector Composition

1 Technology 29.61%
2 Consumer Discretionary 12.58%
3 Financials 7.35%
4 Healthcare 2.55%
5 Real Estate 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.41%
2,576
+34
52
$557K 0.4%
3,665
+5
53
$546K 0.39%
2,635
+222
54
$505K 0.36%
15,678
+83
55
$492K 0.35%
6,147
-300
56
$491K 0.35%
2,466
+82
57
$484K 0.35%
41,594
+284
58
$484K 0.35%
1,814
-17
59
$482K 0.35%
2,050
+66
60
$454K 0.33%
4,966
-16
61
$446K 0.32%
+3,288
62
$440K 0.32%
44,869
-17,941
63
$440K 0.32%
799
+19
64
$438K 0.31%
7,178
-539
65
$426K 0.31%
2,717
+47
66
$418K 0.3%
31,545
-4,149
67
$411K 0.3%
1,918
+50
68
$411K 0.3%
2,600
-400
69
$401K 0.29%
1,998
-279
70
$399K 0.29%
1,882
+7
71
$395K 0.28%
1,124
+336
72
$394K 0.28%
2,935
+39
73
$392K 0.28%
22,950
+1,000
74
$383K 0.28%
4,320
75
$383K 0.28%
+46,820
1 2
3
4 5