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
$202M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.04M
3
+$1.84M
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$1.67M
5
TSLA icon
Tesla
TSLA
+$1.3M

Top Sells

1
+$3.31M
2
+$1.86M
3
+$955K
4
ADBE icon
Adobe
ADBE
+$918K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$878K

Sector Composition

1 Technology 34.58%
2 Consumer Discretionary 14.52%
3 Financials 6.62%
4 Healthcare 2.36%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$322K 0.16%
6,986
102
$320K 0.16%
18,962
103
$288K 0.14%
2,025
104
$286K 0.14%
4,357
-17
105
$285K 0.14%
+13,763
106
$281K 0.14%
2,814
107
$265K 0.13%
21,733
-18,950
108
$265K 0.13%
2,373
-168
109
$262K 0.13%
+2,000
110
$259K 0.13%
1,906
111
$257K 0.13%
+21,956
112
$252K 0.12%
2,433
-132
113
$247K 0.12%
3,627
114
$247K 0.12%
1,689
-41
115
$246K 0.12%
600
116
$244K 0.12%
1,359
117
$234K 0.12%
2,597
118
$230K 0.11%
+1,794
119
$229K 0.11%
4,364
-107
120
$229K 0.11%
2,108
121
$225K 0.11%
3,000
122
$219K 0.11%
+3,679
123
$218K 0.11%
+6,350
124
$215K 0.11%
+505
125
$208K 0.1%
+687
2 3 4
5
6