1W
1776 Wealth Portfolio holdings
AUM
$243M
1-Year Return
25.18%
This Quarter Return
+9.03%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.09%
Holding
339
New
334
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Adobe
ADBE
|
$13.6M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$8.91M |
| 3 |
Apple
AAPL
|
$8.78M |
| 4 |
Amazon
AMZN
|
$7.08M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$5.93M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.01% |
| 2 | Consumer Discretionary | 10.06% |
| 3 | Financials | 4.98% |
| 4 | Communication Services | 3.42% |
| 5 | Industrials | 2.93% |
