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
$202M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.04M
3
+$1.84M
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$1.67M
5
TSLA icon
Tesla
TSLA
+$1.3M

Top Sells

1
+$3.31M
2
+$1.86M
3
+$955K
4
ADBE icon
Adobe
ADBE
+$918K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$878K

Sector Composition

1 Technology 34.58%
2 Consumer Discretionary 14.52%
3 Financials 6.62%
4 Healthcare 2.36%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$487K 0.24%
850
77
$483K 0.24%
1,998
78
$466K 0.23%
12,842
-602
79
$464K 0.23%
2,214
80
$459K 0.23%
13,310
81
$444K 0.22%
6,266
82
$443K 0.22%
14,108
83
$438K 0.22%
2,570
84
$434K 0.22%
614
85
$426K 0.21%
8,246
86
$424K 0.21%
+2,439
87
$424K 0.21%
11,489
-1,500
88
$417K 0.21%
1,804
-231
89
$414K 0.21%
9,700
90
$411K 0.2%
775
91
$409K 0.2%
+23,937
92
$405K 0.2%
2,763
93
$388K 0.19%
838
94
$388K 0.19%
+10,658
95
$357K 0.18%
13,057
-122
96
$356K 0.18%
1,145
97
$335K 0.17%
20,100
-2,850
98
$332K 0.16%
+10,858
99
$323K 0.16%
+33,152
100
$323K 0.16%
2,890
+90
2 3
4
5 6