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
$211M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$408K
3
+$259K
4
MPC icon
Marathon Petroleum
MPC
+$257K
5
QCOM icon
Qualcomm
QCOM
+$223K

Top Sells

1
+$3.01M
2
+$770K
3
+$495K
4
TSLA icon
Tesla
TSLA
+$438K
5
XOM icon
Exxon Mobil
XOM
+$281K

Sector Composition

1 Technology 30.72%
2 Consumer Discretionary 14.73%
3 Financials 7.04%
4 Healthcare 5.16%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$751K 0.36%
18,224
52
$709K 0.34%
13,209
53
$698K 0.33%
15,423
+5,723
54
$698K 0.33%
3,483
-13
55
$688K 0.33%
2,797
-14
56
$682K 0.32%
1,964
-29
57
$673K 0.32%
19,579
+108
58
$668K 0.32%
3,660
59
$665K 0.31%
1,516
-17
60
$661K 0.31%
5,360
61
$658K 0.31%
18,181
62
$654K 0.31%
13,557
63
$649K 0.31%
16,877
64
$648K 0.31%
4,562
-54
65
$648K 0.31%
3,938
66
$631K 0.3%
7,959
67
$625K 0.3%
1,566
-24
68
$624K 0.3%
64,236
69
$623K 0.29%
8,258
70
$614K 0.29%
55,944
-2,459
71
$614K 0.29%
8,160
-60
72
$613K 0.29%
850
73
$610K 0.29%
6,147
74
$570K 0.27%
22,835
75
$563K 0.27%
30,000
1 2
3
4 5