1W

1776 Wealth Portfolio holdings

AUM $266M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
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
+$822K
2
+$767K
3
+$689K
4
NVDA icon
NVIDIA
NVDA
+$492K
5
HUBS icon
HubSpot
HUBS
+$444K

Top Sells

1
+$1.86M
2
+$364K
3
+$257K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$247K
5
VMC icon
Vulcan Materials
VMC
+$244K

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
51
$854K 0.35%
3,099
+100
52
$829K 0.34%
4,052
-156
53
$798K 0.33%
12,740
54
$796K 0.33%
+38,834
55
$787K 0.32%
3,600
-877
56
$786K 0.32%
2,712
+7
57
$779K 0.32%
1,433
-38
58
$761K 0.31%
2,440
-15
59
$761K 0.31%
4,155
-21
60
$754K 0.31%
49,009
-911
61
$753K 0.31%
30,041
-829
62
$725K 0.3%
4,801
63
$716K 0.29%
17,431
64
$699K 0.29%
1,310
-54
65
$675K 0.28%
22,835
66
$659K 0.27%
6,770
-58
67
$655K 0.27%
13,337
+128
68
$647K 0.27%
4,759
-345
69
$645K 0.27%
21,979
70
$640K 0.26%
850
71
$634K 0.26%
12,657
-1,875
72
$634K 0.26%
7,035
-300
73
$631K 0.26%
3,070
74
$617K 0.25%
1,796
-29
75
$614K 0.25%
838
1 2
3
4 5