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
$167M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.03M
3
+$1.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$835K
5
AAPL icon
Apple
AAPL
+$832K

Top Sells

1
+$795K
2
+$656K
3
+$446K
4
AMT icon
American Tower
AMT
+$399K
5
RITM icon
Rithm Capital
RITM
+$383K

Sector Composition

1 Technology 31.99%
2 Consumer Discretionary 13.21%
3 Financials 6.36%
4 Communication Services 2.18%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$286K 0.17%
2,852
+43
102
$285K 0.17%
+614
103
$268K 0.16%
2,541
104
$259K 0.16%
2,108
105
$238K 0.14%
6,276
+158
106
$234K 0.14%
+798
107
$223K 0.13%
24,763
-397
108
$222K 0.13%
1,358
+1
109
$220K 0.13%
18,425
110
$216K 0.13%
3,627
111
$216K 0.13%
3,969
+40
112
$215K 0.13%
958
113
$211K 0.13%
+1,088
114
$206K 0.12%
20,000
115
$200K 0.12%
19,660
116
$144K 0.09%
13,144
117
– –
-14,568
118
– –
-1,882
119
– –
-3,288
120
– –
-11,179
121
– –
-7,925
122
– –
-13,628
123
– –
-41,258
124
– –
-46,820
125
– –
-11,498
1 2 3 4
5