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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$783K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$709K
5
APA icon
APA Corp
APA
+$665K

Top Sells

1
+$1.5M
2
+$797K
3
+$541K
4
LOW icon
Lowe's Companies
LOW
+$493K
5
PLTR icon
Palantir
PLTR
+$445K

Sector Composition

1 Technology 34.25%
2 Consumer Discretionary 13.18%
3 Financials 5.88%
4 Healthcare 2.86%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$463K 0.24%
13,444
-2,234
77
$463K 0.24%
+2,570
78
$459K 0.24%
2,214
+287
79
$459K 0.24%
1,998
80
$455K 0.24%
+1,134
81
$451K 0.24%
1,803
-142
82
$434K 0.23%
2,041
-31
83
$426K 0.22%
3,500
84
$419K 0.22%
+2,763
85
$418K 0.22%
6,266
+840
86
$407K 0.21%
+12,176
87
$404K 0.21%
775
-31
88
$400K 0.21%
23,937
+4,941
89
$389K 0.21%
9,032
-9,756
90
$388K 0.2%
8,246
+1,375
91
$386K 0.2%
9,700
92
$379K 0.2%
850
-100
93
$377K 0.2%
1,145
+347
94
$371K 0.2%
13,179
+590
95
$359K 0.19%
22,950
96
$358K 0.19%
838
97
$357K 0.19%
+7,277
98
$348K 0.18%
9,650
99
$347K 0.18%
16,257
-543
100
$345K 0.18%
614
2 3
4
5 6