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
$218M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$695K
3
+$649K
4
SNPS icon
Synopsys
SNPS
+$510K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$508K

Top Sells

1
+$2.68M
2
+$672K
3
+$651K
4
NAZ icon
Nuveen Arizona Quality Municipal Income Fund
NAZ
+$452K
5
DBRG.PRH icon
DigitalBridge Group 7.125% Series H Preferred Stock
DBRG.PRH
+$449K

Sector Composition

1 Technology 30.72%
2 Consumer Discretionary 17.42%
3 Financials 8.31%
4 Healthcare 3.16%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$781K 0.36%
1,497
52
$768K 0.35%
15,423
53
$747K 0.34%
2,704
54
$743K 0.34%
1,396
55
$707K 0.32%
52,792
56
$702K 0.32%
18,181
57
$697K 0.32%
30,870
58
$695K 0.32%
+14,532
59
$685K 0.31%
4,213
60
$675K 0.31%
2,912
61
$670K 0.31%
12,740
62
$664K 0.31%
4,801
63
$663K 0.3%
13,209
64
$660K 0.3%
13,557
65
$651K 0.3%
614
66
$631K 0.29%
22,835
67
$628K 0.29%
1,848
68
$605K 0.28%
21,979
69
$599K 0.28%
850
70
$594K 0.27%
5,250
-176
71
$593K 0.27%
7,500
72
$582K 0.27%
6,828
73
$574K 0.26%
2,518
-29
74
$563K 0.26%
30,000
75
$560K 0.26%
2,860
1 2
3
4 5