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
$186M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$695K
3
+$606K
4
AAPL icon
Apple
AAPL
+$586K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$535K

Top Sells

1
+$2.38M
2
+$732K
3
+$621K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$586K
5
CMCSA icon
Comcast
CMCSA
+$534K

Sector Composition

1 Technology 32.99%
2 Consumer Discretionary 14.75%
3 Financials 5.72%
4 Healthcare 2.72%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$437K 0.23%
2,530
+24
77
$432K 0.23%
1,227
+190
78
$412K 0.22%
4,002
+619
79
$411K 0.22%
31,343
+7,703
80
$401K 0.22%
1,924
+144
81
$397K 0.21%
2,825
82
$395K 0.21%
33,150
-1,000
83
$390K 0.21%
3,600
+100
84
$390K 0.21%
21,425
85
$388K 0.21%
10,900
86
$383K 0.21%
3,698
-87
87
$377K 0.2%
1,018
+2
88
$361K 0.19%
1,133
-39
89
$353K 0.19%
2,116
+8
90
$353K 0.19%
1,010
-29
91
$346K 0.19%
5,214
+306
92
$344K 0.18%
2,171
-1
93
$337K 0.18%
+9,650
94
$335K 0.18%
1,421
+321
95
$335K 0.18%
6,986
96
$331K 0.18%
2,229
+716
97
$299K 0.16%
3,840
-447
98
$291K 0.16%
2,003
+3
99
$288K 0.15%
2,568
100
$286K 0.15%
9,942
-237
2 3
4
5 6