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
$222M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.2M
3
+$1.13M
4
DLR icon
Digital Realty Trust
DLR
+$1M
5
ETN icon
Eaton
ETN
+$896K

Top Sells

1
+$4.33M
2
+$1.12M
3
+$323K
4
ADBE icon
Adobe
ADBE
+$278K
5
DLTR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$583K 0.26%
19,819
+240
77
$580K 0.26%
15,286
-1,591
78
$573K 0.26%
8,145
-15
79
$573K 0.26%
21,979
80
$561K 0.25%
30,000
81
$555K 0.25%
3,938
82
$550K 0.25%
850
83
$541K 0.24%
37,369
+1,302
84
$531K 0.24%
3,218
+468
85
$522K 0.23%
2,860
-800
86
$508K 0.23%
1,140
+14
87
$500K 0.22%
1,998
88
$498K 0.22%
2,560
+9
89
$493K 0.22%
13,310
90
$489K 0.22%
838
91
$483K 0.22%
25,975
+2,038
92
$483K 0.22%
614
93
$473K 0.21%
2,217
+2
94
$472K 0.21%
+5,995
95
$466K 0.21%
12,647
-195
96
$464K 0.21%
2,890
97
$464K 0.21%
14,108
98
$457K 0.21%
+2,353
99
$456K 0.21%
1,827
+21
100
$438K 0.2%
5,954
-312
2 3
4
5 6