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
$223M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$249K
3
+$242K
4
FFIV icon
F5
FFIV
+$220K
5
NKE icon
Nike
NKE
+$210K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1M
5
AMZN icon
Amazon
AMZN
+$795K

Sector Composition

1 Technology 34.65%
2 Consumer Discretionary 14.98%
3 Financials 7.25%
4 Healthcare 3.08%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$766K 0.34%
30,870
-5,812
52
$751K 0.34%
3,938
53
$749K 0.34%
15,423
54
$736K 0.33%
4,306
-240
55
$735K 0.33%
1,497
-89
56
$720K 0.32%
13,209
57
$709K 0.32%
3,977
58
$705K 0.32%
1,848
-129
59
$692K 0.31%
18,181
60
$688K 0.31%
850
61
$672K 0.3%
6,447
62
$670K 0.3%
13,557
63
$665K 0.3%
12,740
64
$661K 0.3%
55,944
65
$656K 0.29%
1,396
-114
66
$631K 0.28%
4,801
-406
67
$628K 0.28%
2,547
-136
68
$619K 0.28%
5,426
-253
69
$611K 0.27%
22,835
70
$607K 0.27%
15,080
71
$603K 0.27%
56,766
-10,661
72
$596K 0.27%
6,828
-926
73
$586K 0.26%
21,979
74
$583K 0.26%
51,409
-7,130
75
$576K 0.26%
7,500
-645
1 2
3
4 5