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
$186M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$695K
3
+$606K
4
AAPL icon
Apple
AAPL
+$586K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$535K

Top Sells

1
+$2.38M
2
+$732K
3
+$621K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$586K
5
CMCSA icon
Comcast
CMCSA
+$534K

Sector Composition

1 Technology 32.99%
2 Consumer Discretionary 14.75%
3 Financials 5.72%
4 Healthcare 2.72%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$280K 0.15%
3,777
-996
102
$276K 0.15%
+4,429
103
$271K 0.15%
19,660
-10,793
104
$266K 0.14%
+4,000
105
$262K 0.14%
20,000
106
$257K 0.14%
1,400
-1,560
107
$252K 0.14%
4,270
-600
108
$251K 0.13%
3,000
109
$249K 0.13%
750
110
$245K 0.13%
+1,000
111
$243K 0.13%
+1,499
112
$242K 0.13%
1,955
113
$233K 0.13%
1,160
-7
114
$231K 0.12%
+1,080
115
$229K 0.12%
+921
116
$226K 0.12%
+1,355
117
$223K 0.12%
10,133
-4,206
118
$222K 0.12%
1,000
119
$222K 0.12%
13,144
-9,416
120
$217K 0.12%
1,847
-126
121
$215K 0.12%
1,590
122
$208K 0.11%
3,998
-642
123
$108K 0.06%
3,250
124
$50K 0.03%
14,000
125
– –
-3,163
2 3 4
5
6