1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
+9.62%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+12%)
Cap. Flow
+$3.23M
Cap. Flow
% of AUM
2.09%
Top 10 Holdings %
Top 10 Hldgs %
57.86%
Holding
120
New
7
Increased
54
Reduced
26
Closed
8
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.77M |
| 2 |
Digital Realty Trust
DLR
|
$987K |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$641K |
| 4 |
Amazon
AMZN
|
$449K |
| 5 |
Zoom
ZM
|
$337K |
Top Sells
Sector Composition
| 1 | Technology | 30.96% |
| 2 | Consumer Discretionary | 13.78% |
| 3 | Financials | 5.15% |
| 4 | Communication Services | 3.42% |
| 5 | Healthcare | 1.84% |
