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
$211M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$408K
3
+$259K
4
MPC icon
Marathon Petroleum
MPC
+$257K
5
QCOM icon
Qualcomm
QCOM
+$223K

Top Sells

1
+$3.01M
2
+$770K
3
+$495K
4
TSLA icon
Tesla
TSLA
+$438K
5
XOM icon
Exxon Mobil
XOM
+$281K

Sector Composition

1 Technology 30.72%
2 Consumer Discretionary 14.73%
3 Financials 7.04%
4 Healthcare 5.16%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$328K 0.16%
18,962
102
$323K 0.15%
6,986
103
$304K 0.14%
1,947
+41
104
$298K 0.14%
2,000
105
$297K 0.14%
13,763
106
$292K 0.14%
4,357
107
$290K 0.14%
1,360
+1
108
$287K 0.14%
2,373
109
$274K 0.13%
3,627
110
$270K 0.13%
2,025
111
$269K 0.13%
1,742
+53
112
$267K 0.13%
2,433
113
$266K 0.13%
600
114
$260K 0.12%
21,956
115
$257K 0.12%
+1,276
116
$253K 0.12%
3,000
117
$251K 0.12%
2,054
-543
118
$247K 0.12%
1,794
119
$245K 0.12%
4,364
120
$243K 0.12%
505
121
$225K 0.11%
6,350
122
$223K 0.11%
+1,320
123
$223K 0.11%
16,825
-4,908
124
$220K 0.1%
1,942
125
$219K 0.1%
+618
2 3 4
5
6