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
$139M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.28M
3
+$656K
4
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$654K
5
CCI icon
Crown Castle
CCI
+$446K

Top Sells

1
+$1.27M
2
+$506K
3
+$316K
4
ICLR icon
Icon
ICLR
+$280K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$256K

Sector Composition

1 Technology 29.61%
2 Consumer Discretionary 12.58%
3 Financials 7.35%
4 Healthcare 2.55%
5 Real Estate 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.27%
1,945
-1,443
77
$376K 0.27%
12,589
-262
78
$367K 0.26%
5,576
-50
79
$358K 0.26%
4,807
80
$348K 0.25%
20,739
+10,000
81
$346K 0.25%
3,375
82
$346K 0.25%
921
83
$345K 0.25%
970
84
$340K 0.24%
1,370
+160
85
$340K 0.24%
1,167
+37
86
$339K 0.24%
1,376
+33
87
$329K 0.24%
13,628
+2,610
88
$325K 0.23%
27,768
89
$320K 0.23%
3,281
+188
90
$312K 0.22%
3,500
91
$312K 0.22%
6,986
92
$308K 0.22%
2,794
+2
93
$306K 0.22%
9,650
94
$302K 0.22%
+6,871
95
$292K 0.21%
19,319
-6,427
96
$290K 0.21%
3,729
+67
97
$288K 0.21%
5,199
-2,710
98
$286K 0.21%
2,025
99
$280K 0.2%
+16,800
100
$280K 0.2%
4,953
-49
1 2 3
4
5