1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
-4.21%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(-7.6%)
Cap. Flow
+$1.86M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
54.24%
Holding
121
New
–
Increased
28
Reduced
13
Closed
13
Top Buys
| 1 |
Tesla
TSLA
|
$2.23M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63M |
| 3 |
First Trust Value Line Dividend Fund
FVD
|
$402K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$395K |
| 5 |
Blackstone
BX
|
$222K |
Top Sells
Sector Composition
| 1 | Technology | 29.97% |
| 2 | Consumer Discretionary | 15.85% |
| 3 | Financials | 6.89% |
| 4 | Healthcare | 2.7% |
| 5 | Communication Services | 2% |
