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
$211M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$408K
3
+$259K
4
MPC icon
Marathon Petroleum
MPC
+$257K
5
QCOM icon
Qualcomm
QCOM
+$223K

Top Sells

1
+$3.01M
2
+$770K
3
+$495K
4
TSLA icon
Tesla
TSLA
+$438K
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$547K 0.26%
36,067
+661
77
$546K 0.26%
21,979
78
$530K 0.25%
13,310
79
$521K 0.25%
1,998
80
$483K 0.23%
12,842
81
$479K 0.23%
1,126
-8
82
$479K 0.23%
6,266
83
$468K 0.22%
614
84
$463K 0.22%
8,240
-6
85
$456K 0.22%
14,108
86
$455K 0.22%
2,215
+1
87
$451K 0.21%
1,806
+2
88
$450K 0.21%
838
89
$449K 0.21%
773
-2
90
$446K 0.21%
2,750
-13
91
$444K 0.21%
2,551
-19
92
$437K 0.21%
23,937
93
$435K 0.21%
11,150
-339
94
$401K 0.19%
10,658
95
$383K 0.18%
2,890
96
$376K 0.18%
20,100
97
$376K 0.18%
13,057
98
$365K 0.17%
10,858
99
$354K 0.17%
33,152
100
$334K 0.16%
1,146
+1
2 3
4
5 6