1W
1776 Wealth Portfolio holdings
AUM $218M
AUM
$218M
AUM Growth
+$88.2K (+0%)
Cap. Flow
-$1.11M
Cap. Flow % of AUM
-0.51%
Top 10 Holdings %Top 10 Hldgs %
50.71%
Holding
142
New
2
Increased
24
Reduced
53
Closed
3
Top Buys
| 1 | $841K | |
| 2 | $722K | |
| 3 | $643K | |
| 4 | $633K | |
| 5 | $389K |
Top Sells
| 1 | $2.73M | |
| 2 | $1.64M | |
| 3 | $454K | |
| 4 | $181K | |
| 5 | $166K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $392K | 0.18% | 10,858 | – | – | |||
| $367K | 0.17% | 737 -5 | -0.7% | -$2.49K | |||
| $359K | 0.16% | 2,000 | – | – | |||
| $350K | 0.16% | 970 +367 | +61% | +$133K | |||
| $346K | 0.16% | 738 +138 | +23% | +$64.7K | |||
| $341K | 0.16% | 1,663 -60 | -3% | -$12.3K | |||
| $340K | 0.16% | 31,511 | – | – | |||
| $332K | 0.15% | 20,100 | – | – | |||
| $321K | 0.15% | 18,250 | – | – | |||
| $313K | 0.14% | 13,763 | – | – | |||
| $309K | 0.14% | 29,433 -1,291 | -4% | -$13.6K | |||
| $308K | 0.14% | 2,803 | – | – | |||
| $302K | 0.14% | 1,752 | – | – | |||
| $299K | 0.14% | 2,320 -53 | -2% | -$6.84K | |||
| $287K | 0.13% | 524 +24 | +5% | +$13.2K | |||
| $284K | 0.13% | 21,956 | – | – | |||
| $284K | 0.13% | 648 | – | – | |||
| $280K | 0.13% | 3,189 | – | – | |||
| $278K | 0.13% | 3,000 | – | – | |||
| $272K | 0.13% | 6,519 -286 | -4% | -$12K | |||
| $270K | 0.12% | 9,319 | – | – | |||
| $269K | 0.12% | 1,163 -199 | -15% | -$46.1K | |||
| $266K | 0.12% | 1,000 | – | – | |||
| $266K | 0.12% | 1,030 -38 | -4% | -$9.82K | |||
| $266K | 0.12% | 7,560 | – | – |
