1W
1776 Wealth Portfolio holdings
AUM $218M
AUM
$218M
AUM Growth
+$88.2K (+0%)
Cap. Flow
-$1.11M
Cap. Flow % of AUM
-0.51%
Top 10 Holdings %Top 10 Hldgs %
50.71%
Holding
142
New
2
Increased
24
Reduced
53
Closed
3
Top Buys
| 1 | $841K | |
| 2 | $722K | |
| 3 | $643K | |
| 4 | $633K | |
| 5 | $389K |
Top Sells
| 1 | $2.73M | |
| 2 | $1.64M | |
| 3 | $454K | |
| 4 | $181K | |
| 5 | $166K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $564K | 0.26% | 838 | – | – | |||
| $544K | 0.25% | 1,070 -12 | -1% | -$6.1K | |||
| $542K | 0.25% | 54,405 -2,361 | -4% | -$23.5K | |||
| $533K | 0.24% | 850 | – | – | |||
| $524K | 0.24% | 6,935 | – | – | |||
| $503K | 0.23% | 1,998 | – | – | |||
| $502K | 0.23% | 2,999 +87 | +3% | +$14.6K | |||
| $501K | 0.23% | 3,938 | – | – | |||
| $498K | 0.23% | 2,921 -111 | -4% | -$18.9K | |||
| $497K | 0.23% | 21,870 -200 | -0.9% | -$4.54K | |||
| $492K | 0.23% | 5,480 -176 | -3% | -$15.8K | |||
| $489K | 0.22% | 614 | – | – | |||
| $481K | 0.22% | 14,108 | – | – | |||
| $473K | 0.22% | 25,975 | – | – | |||
| $470K | 0.22% | 2,158 -20 | -0.9% | -$4.35K | |||
| $464K | 0.21% | 12,310 -1,000 | -8% | -$37.7K | |||
| $458K | 0.21% | 2,360 -500 | -17% | -$97K | |||
| $457K | 0.21% | 9,762 +181 | +2% | +$8.47K | |||
| $456K | 0.21% | 32,053 -568 | -2% | -$8.09K | |||
| $431K | 0.2% | 10,559 -54 | -0.5% | -$2.21K | |||
| $421K | 0.19% | 1,987 -74 | -4% | -$15.7K | |||
| $415K | 0.19% | 2,310 -85 | -4% | -$15.3K | |||
| $409K | 0.19% | 10,658 | – | – | |||
| $397K | 0.18% | 6,776 | – | – | |||
| $393K | 0.18% | 5,117 | – | – |
