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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$641K
4
ZM icon
Zoom
ZM
+$446K
5
AMZN icon
Amazon
AMZN
+$440K

Top Sells

1
+$1.69M
2
+$448K
3
+$391K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$254K
5
BABA icon
Alibaba
BABA
+$220K

Sector Composition

1 Technology 30.96%
2 Consumer Discretionary 13.78%
3 Financials 5.15%
4 Communication Services 3.42%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.21%
2,767
-350
77
$332K 0.21%
6,986
78
$330K 0.21%
8,645
-398
79
$324K 0.21%
1,458
+19
80
$323K 0.21%
10,900
-1,000
81
$318K 0.21%
1,193
+66
82
$305K 0.2%
2,825
83
$302K 0.2%
14,100
-2,550
84
$300K 0.19%
+4,200
85
$298K 0.19%
2,108
86
$296K 0.19%
5,033
87
$296K 0.19%
1,182
+65
88
$281K 0.18%
2,603
89
$279K 0.18%
+14,254
90
$266K 0.17%
21,425
91
$263K 0.17%
19,809
-2,586
92
$257K 0.17%
32,400
-1,400
93
$257K 0.17%
20,000
-1,000
94
$253K 0.16%
3,960
95
$249K 0.16%
1,017
+15
96
$245K 0.16%
+2,150
97
$242K 0.16%
2,398
+7
98
$236K 0.15%
3,100
99
$235K 0.15%
2,568
-250
100
$229K 0.15%
26,000
1 2 3
4
5