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
$223M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$249K
3
+$242K
4
FFIV icon
F5
FFIV
+$220K
5
NKE icon
Nike
NKE
+$210K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$575K 0.26%
30,000
77
$575K 0.26%
13,695
-1,591
78
$566K 0.25%
2,860
79
$559K 0.25%
1,082
-58
80
$549K 0.25%
614
81
$548K 0.25%
13,310
82
$534K 0.24%
1,998
83
$532K 0.24%
3,071
-147
84
$525K 0.23%
6,935
-1,323
85
$518K 0.23%
22,070
86
$512K 0.23%
32,621
-4,748
87
$512K 0.23%
2,202
-151
88
$509K 0.23%
5,656
-339
89
$505K 0.23%
25,975
90
$502K 0.22%
2,912
+22
91
$495K 0.22%
2,395
-165
92
$479K 0.21%
1,723
-104
93
$476K 0.21%
14,108
94
$459K 0.21%
742
-45
95
$450K 0.2%
18,403
-1,416
96
$449K 0.2%
10,500
97
$449K 0.2%
17,501
+7,254
98
$439K 0.2%
11,269
-1,378
99
$426K 0.19%
2,061
-156
100
$416K 0.19%
10,658
2 3
4
5 6