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
+$88.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$722K
3
+$643K
4
NVDA icon
NVIDIA
NVDA
+$633K
5
META icon
Meta Platforms (Facebook)
META
+$389K

Top Sells

1
+$2.73M
2
+$1.64M
3
+$454K
4
GFS icon
GlobalFoundries
GFS
+$377K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$221K

Sector Composition

1 Technology 34.27%
2 Consumer Discretionary 15.05%
3 Financials 8.32%
4 Healthcare 3.45%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$392K 0.18%
10,858
102
$367K 0.17%
737
-5
103
$359K 0.16%
2,000
104
$350K 0.16%
970
+367
105
$346K 0.16%
738
+138
106
$341K 0.16%
1,663
-60
107
$340K 0.16%
31,511
108
$332K 0.15%
20,100
109
$321K 0.15%
18,250
110
$313K 0.14%
13,763
111
$309K 0.14%
29,433
-1,291
112
$308K 0.14%
2,803
113
$302K 0.14%
1,752
114
$299K 0.14%
2,320
-53
115
$287K 0.13%
524
+24
116
$284K 0.13%
21,956
117
$284K 0.13%
648
118
$280K 0.13%
3,189
119
$278K 0.13%
3,000
120
$272K 0.13%
6,519
-286
121
$270K 0.12%
9,319
122
$269K 0.12%
1,163
-199
123
$266K 0.12%
1,000
124
$266K 0.12%
1,030
-38
125
$266K 0.12%
7,560
2 3 4
5
6