1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
+6.23%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+4.7%)
Cap. Flow
-$2.88M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
50.29%
Holding
138
New
5
Increased
18
Reduced
37
Closed
3
Top Buys
| 1 |
FT Vest US Equity Buffer ETF January
FJAN
|
$1.53M |
| 2 |
Coinbase
COIN
|
$408K |
| 3 |
FT Vest US Equity Buffer ETF February
FFEB
|
$259K |
| 4 |
Marathon Petroleum
MPC
|
$257K |
| 5 |
Qualcomm
QCOM
|
$223K |
Top Sells
| 1 |
Adobe
ADBE
|
$3.01M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$770K |
| 3 |
Palantir
PLTR
|
$495K |
| 4 |
Tesla
TSLA
|
$438K |
| 5 |
Exxon Mobil
XOM
|
$281K |
Sector Composition
| 1 | Technology | 30.72% |
| 2 | Consumer Discretionary | 14.73% |
| 3 | Financials | 7.04% |
| 4 | Healthcare | 5.16% |
| 5 | Communication Services | 2.13% |
