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
$222M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.2M
3
+$1.13M
4
DLR icon
Digital Realty Trust
DLR
+$1M
5
ETN icon
Eaton
ETN
+$896K

Top Sells

1
+$4.33M
2
+$1.12M
3
+$323K
4
ADBE icon
Adobe
ADBE
+$278K
5
DLTR icon
Dollar Tree
DLTR
+$270K

Sector Composition

1 Technology 34.39%
2 Consumer Discretionary 14.72%
3 Financials 6.66%
4 Healthcare 2.96%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$821K 0.37%
18,620
52
$775K 0.35%
18,224
53
$771K 0.35%
4,546
-16
54
$762K 0.34%
+15,080
55
$749K 0.34%
+54,577
56
$738K 0.33%
3,649
+166
57
$722K 0.32%
15,423
58
$706K 0.32%
1,586
+20
59
$690K 0.31%
+2,703
60
$684K 0.31%
22,070
61
$669K 0.3%
18,181
62
$667K 0.3%
13,209
63
$658K 0.3%
67,427
+3,191
64
$651K 0.29%
13,557
65
$645K 0.29%
1,510
-6
66
$639K 0.29%
+58,539
67
$638K 0.29%
5,207
-153
68
$636K 0.29%
12,740
69
$635K 0.29%
7,754
-205
70
$624K 0.28%
55,944
71
$623K 0.28%
8,258
72
$607K 0.27%
2,683
-114
73
$594K 0.27%
22,835
74
$590K 0.27%
5,679
+70
75
$590K 0.27%
1,977
+13
1 2
3
4 5