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
$218M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$695K
3
+$649K
4
SNPS icon
Synopsys
SNPS
+$510K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$508K

Top Sells

1
+$2.68M
2
+$672K
3
+$651K
4
NAZ icon
Nuveen Arizona Quality Municipal Income Fund
NAZ
+$452K
5
DBRG.PRH icon
DigitalBridge Group 7.125% Series H Preferred Stock
DBRG.PRH
+$449K

Sector Composition

1 Technology 30.72%
2 Consumer Discretionary 17.42%
3 Financials 8.31%
4 Healthcare 3.16%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$560K 0.26%
1,998
77
$556K 0.26%
56,766
78
$551K 0.25%
13,695
79
$551K 0.25%
3,938
80
$546K 0.25%
50,409
-1,000
81
$539K 0.25%
1,082
82
$538K 0.25%
13,310
83
$521K 0.24%
6,935
84
$515K 0.24%
32,621
85
$508K 0.23%
3,032
-39
86
$508K 0.23%
+9,581
87
$482K 0.22%
14,108
88
$478K 0.22%
838
89
$474K 0.22%
25,975
90
$466K 0.21%
2,061
91
$452K 0.21%
5,656
92
$449K 0.21%
2,395
93
$443K 0.2%
22,070
94
$420K 0.19%
10,658
95
$410K 0.19%
10,858
96
$401K 0.18%
6,776
-9
97
$399K 0.18%
2,178
-24
98
$396K 0.18%
1,723
99
$391K 0.18%
5,117
100
$386K 0.18%
742
2 3
4
5 6