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
$158M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$970K
3
+$353K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$320K
5
NXTG icon
First Trust Indxx NextG ETF
NXTG
+$263K

Top Sells

1
+$611K
2
+$582K
3
+$533K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$429K
5
SNPS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.15%
2,312
-86
102
$232K 0.15%
+2,212
103
$223K 0.14%
+20,001
104
$223K 0.14%
3,505
-136
105
$221K 0.14%
1,000
-100
106
$211K 0.13%
+9,384
107
$209K 0.13%
+1,000
108
$92K 0.06%
3,149
+7
109
$84K 0.05%
3,250
110
$58K 0.04%
14,000
111
$0 ﹤0.01%
96
-2,682
112
– –
-4,200
113
– –
-1,300
114
– –
0
115
– –
-4,293
116
– –
-995
117
– –
-2,603
118
– –
-14,100
119
– –
-2,133
1 2 3 4
5