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
$236M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.5M
3
+$8.19M
4
AMZN icon
Amazon
AMZN
+$7.95M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.04M

Top Sells

1
+$75K

Sector Composition

1 Technology 25.1%
2 Consumer Discretionary 10.87%
3 Financials 5.29%
4 Communication Services 3.23%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$530K 0.22%
42,000
+21,000
77
$520K 0.22%
16,467
+8,372
78
$509K 0.22%
5,090
+4,057
79
$501K 0.21%
6,000
+3,025
80
$499K 0.21%
3,773
+1,692
81
$474K 0.2%
2,554
+1,371
82
$463K 0.2%
6,200
+3,100
83
$462K 0.2%
2,600
+1,428
84
$446K 0.19%
6,560
+3,600
85
$446K 0.19%
2,640
+1,415
86
$444K 0.19%
4,050
+3,850
87
$437K 0.18%
24,407
+10,837
88
$429K 0.18%
10,302
+5,819
89
$427K 0.18%
35,162
+25,659
90
$419K 0.18%
3,072
+800
91
$417K 0.18%
4,920
+2,820
92
$408K 0.17%
17,807
+3,517
93
$395K 0.17%
4,650
+2,050
94
$393K 0.17%
2,818
+1,452
95
$387K 0.16%
4,216
+2,108
96
$386K 0.16%
6,428
+3,214
97
$385K 0.16%
2,870
+1,632
98
$372K 0.16%
12,529
+6,646
99
$372K 0.16%
24,300
+11,850
100
$370K 0.16%
4,082
+2,509
2 3
4
5 6