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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$987K
3
+$641K
4
AMZN icon
Amazon
AMZN
+$449K
5
ZM icon
Zoom
ZM
+$337K

Top Sells

1
+$1.75M
2
+$618K
3
+$391K
4
PLTR icon
Palantir
PLTR
+$277K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$254K

Sector Composition

1 Technology 30.96%
2 Consumer Discretionary 13.78%
3 Financials 5.15%
4 Communication Services 3.42%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.14%
2,671
102
$221K 0.14%
1,513
103
$216K 0.14%
+1,100
104
$209K 0.13%
995
+16
105
$206K 0.13%
4,293
106
$205K 0.13%
15,680
-3,200
107
$200K 0.13%
3,641
-159
108
$133K 0.08%
+1,932
109
$80K 0.05%
3,142
-293
110
$63K 0.04%
3,250
-500
111
$56K 0.04%
14,000
112
– –
-750
113
– –
-13,350
114
– –
-3,466
115
– –
-602
116
– –
0
117
– –
-17,790
1 2 3 4
5