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
+$88.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$722K
3
+$643K
4
NVDA icon
NVIDIA
NVDA
+$633K
5
META icon
Meta Platforms (Facebook)
META
+$389K

Top Sells

1
+$2.73M
2
+$1.64M
3
+$454K
4
GFS icon
GlobalFoundries
GFS
+$377K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$221K

Sector Composition

1 Technology 34.27%
2 Consumer Discretionary 15.05%
3 Financials 8.32%
4 Healthcare 3.45%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$817K 0.38%
2,705
+1
52
$746K 0.34%
12,740
53
$732K 0.34%
30,870
54
$729K 0.33%
1,471
-26
55
$718K 0.33%
4,208
-98
56
$701K 0.32%
7,335
-165
57
$697K 0.32%
49,920
-2,872
58
$685K 0.31%
3,977
59
$678K 0.31%
14,532
60
$677K 0.31%
5,104
-146
61
$673K 0.31%
1,167
+675
62
$671K 0.31%
17,431
-750
63
$667K 0.31%
13,209
64
$660K 0.3%
1,364
-32
65
$637K 0.29%
1,825
-23
66
$631K 0.29%
4,801
67
$606K 0.28%
4,176
-37
68
$605K 0.28%
22,835
69
$595K 0.27%
13,695
70
$582K 0.27%
2,463
-55
71
$579K 0.27%
6,828
72
$577K 0.27%
50,409
73
$575K 0.26%
21,979
74
$571K 0.26%
11,607
-1,950
75
$566K 0.26%
30,000
1 2
3
4 5