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
+$88.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$722K
3
+$643K
4
NVDA icon
NVIDIA
NVDA
+$633K
5
META icon
Meta Platforms (Facebook)
META
+$389K

Top Sells

1
+$2.73M
2
+$1.64M
3
+$454K
4
GFS icon
GlobalFoundries
GFS
+$377K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$221K

Sector Composition

1 Technology 34.27%
2 Consumer Discretionary 15.05%
3 Financials 8.32%
4 Healthcare 3.45%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$564K 0.26%
838
77
$544K 0.25%
1,070
-12
78
$542K 0.25%
54,405
-2,361
79
$533K 0.24%
850
80
$524K 0.24%
6,935
81
$503K 0.23%
1,998
82
$502K 0.23%
2,999
+87
83
$501K 0.23%
3,938
84
$498K 0.23%
2,921
-111
85
$497K 0.23%
21,870
-200
86
$492K 0.23%
5,480
-176
87
$489K 0.22%
614
88
$481K 0.22%
14,108
89
$473K 0.22%
25,975
90
$470K 0.22%
2,158
-20
91
$464K 0.21%
12,310
-1,000
92
$458K 0.21%
2,360
-500
93
$457K 0.21%
9,762
+181
94
$456K 0.21%
32,053
-568
95
$431K 0.2%
10,559
-54
96
$421K 0.19%
1,987
-74
97
$415K 0.19%
2,310
-85
98
$409K 0.19%
10,658
99
$397K 0.18%
6,776
100
$393K 0.18%
5,117
2 3
4
5 6