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
$132M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$222K
3
+$189K
4
KBH icon
KB Home
KBH
+$104K
5
AMZN icon
Amazon
AMZN
+$100K

Top Sells

1
+$613K
2
+$548K
3
+$430K
4
RITM icon
Rithm Capital
RITM
+$338K
5
DBRG.PRH icon
DigitalBridge Group 7.125% Series H Preferred Stock
DBRG.PRH
+$242K

Sector Composition

1 Technology 29.97%
2 Consumer Discretionary 15.85%
3 Financials 6.89%
4 Healthcare 2.7%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.24%
1,343
77
$313K 0.24%
921
78
$312K 0.24%
1,868
79
$310K 0.24%
27,768
80
$308K 0.23%
6,986
81
$305K 0.23%
3,375
82
$303K 0.23%
2,896
+3
83
$295K 0.22%
3,662
84
$286K 0.22%
9,650
85
$276K 0.21%
2,025
86
$273K 0.21%
1,130
87
$265K 0.2%
2,818
88
$265K 0.2%
14,595
89
$262K 0.2%
11,018
+31
90
$262K 0.2%
970
91
$261K 0.2%
1,210
-53
92
$259K 0.2%
788
+125
93
$253K 0.19%
3,093
94
$253K 0.19%
1,863
95
$250K 0.19%
31,157
96
$244K 0.19%
2,568
97
$244K 0.19%
2,792
-150
98
$237K 0.18%
5,002
99
$236K 0.18%
3,500
100
$225K 0.17%
4,100
1 2 3
4
5