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
$223M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$249K
3
+$242K
4
FFIV icon
F5
FFIV
+$220K
5
NKE icon
Nike
NKE
+$210K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1M
5
AMZN icon
Amazon
AMZN
+$795K

Sector Composition

1 Technology 34.65%
2 Consumer Discretionary 14.98%
3 Financials 7.25%
4 Healthcare 3.08%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$414K 0.19%
838
102
$405K 0.18%
5,117
-837
103
$402K 0.18%
6,785
-604
104
$400K 0.18%
10,858
105
$353K 0.16%
1,227
106
$343K 0.15%
18,962
107
$341K 0.15%
29,439
-5,344
108
$326K 0.15%
20,100
109
$323K 0.14%
2,723
110
$314K 0.14%
13,763
111
$304K 0.14%
2,373
112
$300K 0.13%
21,956
113
$299K 0.13%
2,000
114
$293K 0.13%
600
115
$291K 0.13%
648
116
$289K 0.13%
3,627
117
$288K 0.13%
10,366
-2,336
118
$287K 0.13%
3,000
119
$287K 0.13%
1,068
-79
120
$287K 0.13%
18,419
-3,672
121
$285K 0.13%
6,805
-553
122
$283K 0.13%
1,362
+1
123
$282K 0.13%
+492
124
$281K 0.13%
1,752
-42
125
$270K 0.12%
4,219
-138
2 3 4
5
6