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
$243M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$800K
3
+$796K
4
NVDA icon
NVIDIA
NVDA
+$617K
5
TSLA icon
Tesla
TSLA
+$465K

Top Sells

1
+$1.86M
2
+$372K
3
+$257K
4
VMC icon
Vulcan Materials
VMC
+$248K
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$247K

Sector Composition

1 Technology 36.35%
2 Consumer Discretionary 15.28%
3 Financials 8.52%
4 Healthcare 2.7%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.62T
$854K 0.35%
3,099
+100
PANW icon
52
Palo Alto Networks
PANW
$140B
$829K 0.34%
4,052
-156
MNST icon
53
Monster Beverage
MNST
$69.7B
$798K 0.33%
12,740
SDVD icon
54
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$619M
$796K 0.33%
+38,834
NXPI icon
55
NXP Semiconductors
NXPI
$49.6B
$787K 0.32%
3,600
-877
CB icon
56
Chubb
CB
$116B
$786K 0.32%
2,712
+7
ISRG icon
57
Intuitive Surgical
ISRG
$195B
$779K 0.32%
1,433
-38
UNH icon
58
UnitedHealth
UNH
$292B
$761K 0.31%
2,440
-15
AMAT icon
59
Applied Materials
AMAT
$180B
$761K 0.31%
4,155
-21
AGQI icon
60
First Trust Active Global Quality Income ETF
AGQI
$58M
$754K 0.31%
49,009
-911
YDEC icon
61
FT Vest International Equity Moderate Buffer ETF December
YDEC
$77.7M
$753K 0.31%
30,041
-829
FTC icon
62
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.23B
$725K 0.3%
4,801
XJUN icon
63
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$147M
$716K 0.29%
17,431
AMP icon
64
Ameriprise Financial
AMP
$42.6B
$699K 0.29%
1,310
-54
QSPT icon
65
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$417M
$675K 0.28%
22,835
NXTG icon
66
First Trust Indxx NextG ETF
NXTG
$420M
$659K 0.27%
6,770
-58
KNG icon
67
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.66B
$655K 0.27%
13,337
+128
ABT icon
68
Abbott
ABT
$227B
$647K 0.27%
4,759
-345
QDEC icon
69
FT Vest Growth-100 Buffer ETF December
QDEC
$539M
$645K 0.27%
21,979
URI icon
70
United Rentals
URI
$53.1B
$640K 0.26%
850
FNOV icon
71
FT Vest US Equity Buffer ETF November
FNOV
$1.02B
$634K 0.26%
12,657
-1,875
ORLY icon
72
O'Reilly Automotive
ORLY
$83.4B
$634K 0.26%
7,035
-300
NOW icon
73
ServiceNow
NOW
$176B
$631K 0.26%
614
SHW icon
74
Sherwin-Williams
SHW
$82.3B
$617K 0.25%
1,796
-29
MCK icon
75
McKesson
MCK
$104B
$614K 0.25%
838
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