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
$218M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$695K
3
+$649K
4
SNPS icon
Synopsys
SNPS
+$510K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$508K

Top Sells

1
+$2.68M
2
+$672K
3
+$651K
4
NAZ icon
Nuveen Arizona Quality Municipal Income Fund
NAZ
+$452K
5
DBRG.PRH icon
DigitalBridge Group 7.125% Series H Preferred Stock
DBRG.PRH
+$449K

Sector Composition

1 Technology 30.72%
2 Consumer Discretionary 17.42%
3 Financials 8.31%
4 Healthcare 3.16%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$380K 0.17%
10,613
-656
102
$377K 0.17%
8,775
-6,305
103
$357K 0.16%
2,000
104
$353K 0.16%
+2,803
105
$329K 0.15%
30,724
+1,285
106
$328K 0.15%
20,100
107
$323K 0.15%
18,250
-712
108
$318K 0.15%
+31,511
109
$307K 0.14%
600
110
$305K 0.14%
1,068
111
$305K 0.14%
3,000
112
$303K 0.14%
2,373
113
$300K 0.14%
648
114
$299K 0.14%
13,763
115
$290K 0.13%
3,627
116
$288K 0.13%
3,189
117
$288K 0.13%
492
118
$286K 0.13%
6,600
-3,900
119
$279K 0.13%
+400
120
$275K 0.13%
1,362
121
$272K 0.13%
7,560
122
$266K 0.12%
21,956
123
$263K 0.12%
500
124
$261K 0.12%
1,752
125
$261K 0.12%
9,319
-1,047
2 3 4
5
6