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
$167M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.03M
3
+$1.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$835K
5
AAPL icon
Apple
AAPL
+$832K

Top Sells

1
+$795K
2
+$656K
3
+$446K
4
AMT icon
American Tower
AMT
+$399K
5
RITM icon
Rithm Capital
RITM
+$383K

Sector Composition

1 Technology 31.99%
2 Consumer Discretionary 13.21%
3 Financials 6.36%
4 Communication Services 2.18%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.23%
950
-20
77
$374K 0.22%
12,589
78
$368K 0.22%
1,927
+9
79
$363K 0.22%
+9,700
80
$360K 0.22%
5,426
-150
81
$356K 0.21%
22,950
82
$352K 0.21%
3,375
83
$342K 0.21%
3,500
84
$331K 0.2%
20,739
85
$326K 0.2%
27,768
86
$326K 0.2%
1,322
-48
87
$325K 0.2%
9,650
88
$324K 0.19%
16,800
89
$316K 0.19%
6,986
90
$309K 0.19%
2,816
+22
91
$308K 0.19%
6,871
92
$308K 0.19%
14,851
93
$307K 0.18%
18,996
-323
94
$305K 0.18%
3,778
+49
95
$303K 0.18%
4,953
96
$303K 0.18%
5,199
97
$298K 0.18%
838
-83
98
$291K 0.17%
1,382
+6
99
$291K 0.17%
2,025
100
$286K 0.17%
4,104
1 2 3
4
5