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
$202M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.04M
3
+$1.84M
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$1.67M
5
TSLA icon
Tesla
TSLA
+$1.3M

Top Sells

1
+$3.31M
2
+$1.86M
3
+$955K
4
ADBE icon
Adobe
ADBE
+$918K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$878K

Sector Composition

1 Technology 34.58%
2 Consumer Discretionary 14.52%
3 Financials 6.62%
4 Healthcare 2.36%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$690K 0.34%
2,811
52
$683K 0.34%
13,209
53
$681K 0.34%
4,616
54
$655K 0.32%
13,557
55
$639K 0.32%
18,181
56
$625K 0.31%
+58,403
57
$624K 0.31%
3,660
58
$622K 0.31%
1,993
59
$620K 0.31%
8,258
-482
60
$618K 0.31%
5,615
+300
61
$611K 0.3%
7,959
62
$606K 0.3%
16,877
63
$600K 0.3%
+64,236
64
$598K 0.3%
3,938
65
$595K 0.29%
3,496
+3
66
$587K 0.29%
5,360
67
$582K 0.29%
1,533
+61
68
$565K 0.28%
30,000
69
$554K 0.27%
6,147
70
$544K 0.27%
22,835
71
$536K 0.27%
1,590
72
$521K 0.26%
8,220
+330
73
$520K 0.26%
21,979
+10,557
74
$516K 0.26%
+35,406
75
$500K 0.25%
1,134
1 2
3
4 5