1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
-0.65%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(-0.21%)
Cap. Flow
+$2.58M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
56.03%
Holding
123
New
7
Increased
32
Reduced
52
Closed
6
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$2.91M |
| 2 |
ULTR
IQ Ultra Short Duration ETF
ULTR
|
$2.35M |
| 3 |
Blackstone
BX
|
$1.56M |
| 4 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
$1.49M |
| 5 |
Icon
ICLR
|
$1.24M |
Top Sells
| 1 |
First Trust Capital Strength ETF
FTCS
|
$2.3M |
| 2 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$2.03M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
$644K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$535K |
| 5 |
Microsoft
MSFT
|
$466K |
Sector Composition
| 1 | Technology | 32.63% |
| 2 | Consumer Discretionary | 13.51% |
| 3 | Financials | 5.67% |
| 4 | Communication Services | 3.12% |
| 5 | Healthcare | 2.12% |
