1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
+10.85%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(-5.4%)
Cap. Flow
-$6.55M
Cap. Flow
% of AUM
-4.75%
Top 10 Holdings %
Top 10 Hldgs %
60.75%
Holding
342
New
5
Increased
31
Reduced
49
Closed
230
Top Buys
| 1 |
Apple
AAPL
|
$10.2M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.48M |
| 3 |
Tesla
TSLA
|
$806K |
| 4 |
Palantir
PLTR
|
$527K |
| 5 |
CLNY.PRH
Colony Capital, Inc. 7.125% Series H Cumulative Redeemable Perpetual Preferred Stock
CLNY.PRH
|
$391K |
Top Sells
| 1 |
First Trust Capital Strength ETF
FTCS
|
$1.89M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.41M |
| 3 |
Digital Realty Trust
DLR
|
$1.01M |
| 4 |
Enterprise Products Partners
EPD
|
$587K |
| 5 |
Visa
V
|
$459K |
Sector Composition
| 1 | Technology | 32.13% |
| 2 | Consumer Discretionary | 12.96% |
| 3 | Financials | 4.85% |
| 4 | Communication Services | 3.26% |
| 5 | Healthcare | 1.85% |
