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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.91M
3
+$8.78M
4
AMZN icon
Amazon
AMZN
+$7.08M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.01%
2 Consumer Discretionary 10.06%
3 Financials 4.98%
4 Communication Services 3.42%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.23%
+4,808
77
$273K 0.23%
+9,699
78
$270K 0.23%
+18,299
79
$267K 0.23%
+1,882
80
$263K 0.22%
+1,225
81
$261K 0.22%
+910
82
$260K 0.22%
+2,600
83
$256K 0.22%
+1,183
84
$249K 0.21%
+1,650
85
$247K 0.21%
+1,172
86
$243K 0.21%
+14,450
87
$239K 0.2%
+5,432
88
$237K 0.2%
+2,960
89
$234K 0.2%
+3,100
90
$233K 0.2%
+12,450
91
$232K 0.2%
+3,214
92
$222K 0.19%
+2,360
93
$218K 0.19%
+1,238
94
$214K 0.18%
+4,483
95
$213K 0.18%
+2,108
96
$211K 0.18%
+1,270
97
$208K 0.18%
+2,992
98
$203K 0.17%
+1,366
99
$201K 0.17%
+5,883
100
$191K 0.16%
+3,960
2 3
4
5 6