1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
+6.53%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$222M
AUM Growth
+$222M
(+5.2%)
Cap. Flow
+$9.88M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
51.05%
Holding
157
New
22
Increased
43
Reduced
34
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.4M |
| 2 |
Enterprise Products Partners
EPD
|
$1.33M |
| 3 |
NXP Semiconductors
NXPI
|
$1.2M |
| 4 |
Exxon Mobil
XOM
|
$1.13M |
| 5 |
Digital Realty Trust
DLR
|
$1M |
Top Sells
| 1 |
ULTR
IQ Ultra Short Duration ETF
ULTR
|
$4.33M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.12M |
| 3 |
First Trust Senior Loan Fund ETF
FTSL
|
$323K |
| 4 |
Adobe
ADBE
|
$278K |
| 5 |
Dollar Tree
DLTR
|
$270K |
Sector Composition
| 1 | Technology | 34.39% |
| 2 | Consumer Discretionary | 14.72% |
| 3 | Financials | 6.66% |
| 4 | Healthcare | 2.96% |
| 5 | Communication Services | 2.42% |
