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
$236M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.5M
3
+$8.19M
4
AMZN icon
Amazon
AMZN
+$7.95M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.04M

Top Sells

1
+$75K

Sector Composition

1 Technology 25.1%
2 Consumer Discretionary 10.87%
3 Financials 5.29%
4 Communication Services 3.23%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$364K 0.15%
3,300
+1,650
102
$357K 0.15%
4,050
+2,025
103
$356K 0.15%
27,100
+12,650
104
$354K 0.15%
7,920
+3,960
105
$343K 0.15%
4,406
+2,046
106
$341K 0.14%
16,768
+9,384
107
$341K 0.14%
2,540
+1,270
108
$338K 0.14%
8,750
+3,318
109
$335K 0.14%
1,650
+750
110
$329K 0.14%
8,517
+4,413
111
$329K 0.14%
3,480
+1,820
112
$325K 0.14%
1,020
+510
113
$322K 0.14%
+17,800
114
$321K 0.14%
5,984
+2,992
115
$299K 0.13%
3,785
+1,822
116
$298K 0.13%
8,433
+4,527
117
$295K 0.12%
5,090
+2,805
118
$284K 0.12%
5,736
+2,868
119
$276K 0.12%
10,000
+5,000
120
$276K 0.12%
8,390
+3,870
121
$276K 0.12%
25,317
+20,600
122
$267K 0.11%
29,098
+28,274
123
$263K 0.11%
12,153
+6,513
124
$259K 0.11%
10,118
+5,125
125
$256K 0.11%
2,335
+1,320
3 4
5
6 7