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
$222M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.2M
3
+$1.13M
4
DLR icon
Digital Realty Trust
DLR
+$1M
5
ETN icon
Eaton
ETN
+$896K

Top Sells

1
+$4.33M
2
+$1.12M
3
+$323K
4
ADBE icon
Adobe
ADBE
+$278K
5
DLTR icon
Dollar Tree
DLTR
+$270K

Sector Composition

1 Technology 34.39%
2 Consumer Discretionary 14.72%
3 Financials 6.66%
4 Healthcare 2.96%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.2%
787
+14
102
$409K 0.18%
10,658
103
$408K 0.18%
10,500
-650
104
$405K 0.18%
7,389
-851
105
$387K 0.17%
34,783
+1,631
106
$385K 0.17%
+1,227
107
$380K 0.17%
10,858
108
$366K 0.16%
20,100
109
$361K 0.16%
12,702
-355
110
$347K 0.16%
+7,358
111
$329K 0.15%
18,962
112
$317K 0.14%
+22,091
113
$316K 0.14%
1,147
+1
114
$297K 0.13%
13,763
115
$290K 0.13%
1,361
+1
116
$289K 0.13%
+5,200
117
$288K 0.13%
4,357
118
$287K 0.13%
600
119
$281K 0.13%
2,373
120
$278K 0.12%
3,000
121
$277K 0.12%
2,000
122
$275K 0.12%
2,629
+196
123
$267K 0.12%
21,956
124
$267K 0.12%
3,627
125
$266K 0.12%
+2,723
3 4
5
6 7