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
$176M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$468K
3
+$427K
4
CPAY icon
Corpay
CPAY
+$423K
5
CSCO icon
Cisco
CSCO
+$338K

Top Sells

1
+$1.39M
2
+$427K
3
+$211K
4
FFIV icon
F5
FFIV
+$209K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$107K

Sector Composition

1 Technology 33.68%
2 Consumer Discretionary 13.75%
3 Financials 4.83%
4 Communication Services 3.56%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.21%
1,574
77
$372K 0.21%
1,523
+100
78
$371K 0.21%
1,166
79
$370K 0.21%
22,742
+674
80
$362K 0.2%
10,900
81
$358K 0.2%
2,303
+35
82
$355K 0.2%
3,932
83
$352K 0.2%
14,602
+259
84
$350K 0.2%
2,150
85
$347K 0.2%
5,539
-3
86
$338K 0.19%
+6,380
87
$337K 0.19%
21,425
88
$335K 0.19%
6,986
89
$330K 0.19%
1,156
90
$326K 0.18%
2,108
91
$318K 0.18%
1,698
92
$309K 0.17%
2,000
93
$288K 0.16%
3,960
94
$285K 0.16%
3,729
+129
95
$281K 0.16%
2,825
96
$271K 0.15%
20,000
97
$271K 0.15%
3,560
98
$270K 0.15%
990
99
$269K 0.15%
2,568
100
$260K 0.15%
21,635
+1,634
1 2 3
4
5