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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$783K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$709K
5
APA icon
APA Corp
APA
+$665K

Top Sells

1
+$1.5M
2
+$797K
3
+$541K
4
LOW icon
Lowe's Companies
LOW
+$493K
5
PLTR icon
Palantir
PLTR
+$445K

Sector Composition

1 Technology 34.25%
2 Consumer Discretionary 13.18%
3 Financials 5.88%
4 Healthcare 2.86%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$340K 0.18%
1,730
+408
102
$324K 0.17%
1,906
+524
103
$317K 0.17%
27,768
104
$316K 0.17%
6,986
105
$306K 0.16%
33,152
+8,389
106
$303K 0.16%
18,962
-1,777
107
$302K 0.16%
2,814
-2
108
$291K 0.15%
2,025
109
$278K 0.15%
+2,565
110
$277K 0.15%
4,374
-579
111
$270K 0.14%
2,541
112
$256K 0.13%
11,422
-3,429
113
$245K 0.13%
2,747
-105
114
$243K 0.13%
+2,800
115
$240K 0.13%
4,699
-500
116
$236K 0.12%
1,359
+1
117
$235K 0.12%
3,627
118
$233K 0.12%
2,108
119
$230K 0.12%
+4,471
120
$222K 0.12%
+600
121
$219K 0.12%
+2,000
122
$214K 0.11%
18,425
123
$211K 0.11%
+3,000
124
$204K 0.11%
+5,200
125
$203K 0.11%
+6,350
2 3 4
5
6