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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.91M
3
+$8.78M
4
AMZN icon
Amazon
AMZN
+$7.08M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.01%
2 Consumer Discretionary 10.06%
3 Financials 4.98%
4 Communication Services 3.42%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$191K 0.16%
+510
102
$191K 0.16%
+2,025
103
$191K 0.16%
+2,100
104
$190K 0.16%
+900
105
$189K 0.16%
+1,573
106
$177K 0.15%
+3,906
107
$174K 0.15%
+9,503
108
$168K 0.14%
+1,660
109
$165K 0.14%
+1,963
110
$162K 0.14%
+4,104
111
$159K 0.14%
+7,384
112
$158K 0.13%
+5,000
113
$158K 0.13%
+2,868
114
$151K 0.13%
+6,400
115
$150K 0.13%
+2,635
116
$149K 0.13%
+5,640
117
$147K 0.13%
+7,200
118
$147K 0.13%
+4,993
119
$144K 0.12%
+1,033
120
$143K 0.12%
+2,285
121
$139K 0.12%
+1,000
122
$138K 0.12%
+3,168
123
$138K 0.12%
+700
124
$131K 0.11%
+4,520
125
$130K 0.11%
+6,800
3 4
5
6 7