1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
+12.13%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(+6.6%)
Cap. Flow
-$6.55M
Cap. Flow
% of AUM
-3.25%
Top 10 Holdings %
Top 10 Hldgs %
54.03%
Holding
154
New
25
Increased
24
Reduced
19
Closed
21
Top Buys
| 1 |
FT Vest US Equity Buffer ETF September
FSEP
|
$2.4M |
| 2 |
Nuveen Quality Municipal Income Fund
NAD
|
$2.04M |
| 3 |
First Trust Value Line Dividend Fund
FVD
|
$1.84M |
| 4 |
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
|
$1.67M |
| 5 |
Tesla
TSLA
|
$1.3M |
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$3.31M |
| 2 |
ULTR
IQ Ultra Short Duration ETF
ULTR
|
$1.86M |
| 3 |
Intel
INTC
|
$955K |
| 4 |
Adobe
ADBE
|
$918K |
| 5 |
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% |
