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
$158M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$970K
3
+$353K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$320K
5
NXTG icon
First Trust Indxx NextG ETF
NXTG
+$263K

Top Sells

1
+$611K
2
+$582K
3
+$533K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$429K
5
SNPS icon
Synopsys
SNPS
+$337K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 13.49%
3 Financials 5.44%
4 Communication Services 3.46%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$342K 0.22%
1,698
-220
77
$335K 0.21%
6,986
78
$335K 0.21%
33,150
+750
79
$324K 0.2%
1,166
-27
80
$323K 0.2%
2,825
81
$323K 0.2%
22,068
+2,259
82
$316K 0.2%
14,343
+89
83
$315K 0.2%
5,542
-145
84
$301K 0.19%
1,423
-35
85
$298K 0.19%
21,425
86
$294K 0.19%
1,156
-26
87
$294K 0.19%
2,150
88
$292K 0.18%
3,400
-400
89
$280K 0.18%
2,108
90
$271K 0.17%
3,560
+460
91
$263K 0.17%
+3,600
92
$260K 0.16%
20,000
93
$260K 0.16%
2,568
94
$258K 0.16%
3,960
95
$258K 0.16%
4,445
-588
96
$254K 0.16%
+2,000
97
$247K 0.16%
+750
98
$244K 0.15%
1,513
99
$244K 0.15%
990
-27
100
$243K 0.15%
2,585
-86
1 2 3
4
5