1W
1776 Wealth Portfolio holdings
AUM
$243M
1-Year Return
25.18%
This Quarter Return
+3.72%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$139M
AUM Growth
+$7.55M
(+5.7%)
Cap. Flow
+$6.19M
Cap. Flow
% of AUM
4.44%
Top 10 Holdings %
Top 10 Hldgs %
53.01%
Holding
124
New
16
Increased
46
Reduced
37
Closed
–
Top Buys
| 1 |
ULTR
IQ Ultra Short Duration ETF
ULTR
|
$3.27M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.28M |
| 3 |
NREF
NexPoint Real Estate Finance
NREF
|
$656K |
| 4 |
FT Vest US Equity Buffer ETF August
FAUG
|
$654K |
| 5 |
Crown Castle
CCI
|
$446K |
Top Sells
Sector Composition
| 1 | Technology | 29.61% |
| 2 | Consumer Discretionary | 12.58% |
| 3 | Financials | 7.35% |
| 4 | Healthcare | 2.55% |
| 5 | Real Estate | 2.06% |
