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
$139M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.28M
3
+$656K
4
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$654K
5
CCI icon
Crown Castle
CCI
+$446K

Top Sells

1
+$1.27M
2
+$506K
3
+$316K
4
ICLR icon
Icon
ICLR
+$280K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$256K

Sector Composition

1 Technology 29.61%
2 Consumer Discretionary 12.58%
3 Financials 7.35%
4 Healthcare 2.55%
5 Real Estate 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$275K 0.2%
2,541
-27
102
$274K 0.2%
4,104
+4
103
$271K 0.19%
14,851
+256
104
$267K 0.19%
3,929
-1,635
105
$247K 0.18%
+2,108
106
$244K 0.18%
2,809
-9
107
$227K 0.16%
+958
108
$224K 0.16%
1,863
109
$218K 0.16%
25,160
-5,997
110
$214K 0.15%
+6,118
111
$213K 0.15%
1,357
+1
112
$212K 0.15%
18,425
113
$211K 0.15%
+11,179
114
$205K 0.15%
+3,627
115
$201K 0.14%
20,000
116
$199K 0.14%
19,660
117
$192K 0.14%
+14,568
118
$145K 0.1%
13,144
119
$0 ﹤0.01%
+11,498
1 2 3 4
5