1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
+1.96%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+1.9%)
Cap. Flow
+$3.61M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
55.57%
Holding
119
New
7
Increased
25
Reduced
60
Closed
7
Top Buys
| 1 |
Palantir
PLTR
|
$5.08M |
| 2 |
Tesla
TSLA
|
$970K |
| 3 |
Zoom
ZM
|
$353K |
| 4 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$320K |
| 5 |
First Trust Indxx NextG ETF
NXTG
|
$263K |
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$611K |
| 2 |
Corpay
CPAY
|
$582K |
| 3 |
Apple
AAPL
|
$533K |
| 4 |
First Trust Capital Strength ETF
FTCS
|
$429K |
| 5 |
Synopsys
SNPS
|
$337K |
Sector Composition
| 1 | Technology | 31.2% |
| 2 | Consumer Discretionary | 13.49% |
| 3 | Financials | 5.44% |
| 4 | Communication Services | 3.46% |
| 5 | Healthcare | 1.75% |
