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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$783K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$709K
5
APA icon
APA Corp
APA
+$665K

Top Sells

1
+$1.5M
2
+$797K
3
+$541K
4
LOW icon
Lowe's Companies
LOW
+$493K
5
PLTR icon
Palantir
PLTR
+$445K

Sector Composition

1 Technology 34.25%
2 Consumer Discretionary 13.18%
3 Financials 5.88%
4 Healthcare 2.86%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$661K 0.35%
4,571
+1,264
52
$658K 0.35%
+12,161
53
$655K 0.35%
8,740
+127
54
$633K 0.33%
41,842
+41
55
$613K 0.32%
64,236
+19,367
56
$594K 0.31%
3,660
-5
57
$590K 0.31%
+4,616
58
$579K 0.31%
5,315
+171
59
$575K 0.3%
2,811
+142
60
$574K 0.3%
16,877
+680
61
$571K 0.3%
7,959
+781
62
$566K 0.3%
+1,206
63
$564K 0.3%
2,804
+12
64
$551K 0.29%
2,659
-291
65
$544K 0.29%
+1,590
66
$543K 0.29%
5,360
+394
67
$529K 0.28%
1,993
+1,035
68
$524K 0.28%
8,220
-5,250
69
$521K 0.27%
5,919
+2,141
70
$516K 0.27%
6,147
-300
71
$509K 0.27%
2,645
+11
72
$509K 0.27%
1,533
-436
73
$508K 0.27%
3,492
+15
74
$489K 0.26%
35,406
+3,622
75
$467K 0.25%
15,389
+600
1 2
3
4 5