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
$167M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.03M
3
+$1.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$835K
5
AAPL icon
Apple
AAPL
+$832K

Top Sells

1
+$795K
2
+$656K
3
+$446K
4
AMT icon
American Tower
AMT
+$399K
5
RITM icon
Rithm Capital
RITM
+$383K

Sector Composition

1 Technology 31.99%
2 Consumer Discretionary 13.21%
3 Financials 6.36%
4 Communication Services 2.18%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$575K 0.35%
16,197
52
$564K 0.34%
3,665
53
$559K 0.34%
3,000
+400
54
$545K 0.33%
15,678
55
$541K 0.33%
1,894
+80
56
$537K 0.32%
2,669
+34
57
$527K 0.32%
41,801
+207
58
$521K 0.31%
5,144
-176
59
$519K 0.31%
6,447
+300
60
$511K 0.31%
2,634
+58
61
$504K 0.3%
14,789
+739
62
$499K 0.3%
7,178
63
$493K 0.3%
2,466
64
$478K 0.29%
2,792
+75
65
$465K 0.28%
806
+7
66
$463K 0.28%
2,072
+22
67
$462K 0.28%
4,966
68
$453K 0.27%
3,477
+542
69
$432K 0.26%
1,998
70
$431K 0.26%
31,784
+239
71
$419K 0.25%
44,869
72
$415K 0.25%
1,945
73
$406K 0.24%
3,307
+26
74
$395K 0.24%
1,863
75
$392K 0.24%
1,167
1 2
3
4 5