1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
+5.84%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$223M
AUM Growth
+$223M
(+0.52%)
Cap. Flow
-$9.31M
Cap. Flow
% of AUM
-4.17%
Top 10 Holdings %
Top 10 Hldgs %
51.23%
Holding
155
New
6
Increased
13
Reduced
65
Closed
10
Top Buys
Top Sells
| 1 |
Nuveen Quality Municipal Income Fund
NAD
|
$2.01M |
| 2 |
Cohen & Steers Quality Income Realty Fund
RQI
|
$1.28M |
| 3 |
Exxon Mobil
XOM
|
$1.13M |
| 4 |
Apple
AAPL
|
$1M |
| 5 |
Amazon
AMZN
|
$795K |
Sector Composition
| 1 | Technology | 34.65% |
| 2 | Consumer Discretionary | 14.98% |
| 3 | Financials | 7.25% |
| 4 | Healthcare | 3.08% |
| 5 | Communication Services | 2.16% |
