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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.91M
3
+$8.78M
4
AMZN icon
Amazon
AMZN
+$7.08M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.92M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$127K 0.11%
+1,015
127
$126K 0.11%
+1,948
128
$126K 0.11%
+1,080
129
$125K 0.11%
+2,619
130
$123K 0.1%
+9,847
131
$119K 0.1%
+2,010
132
$109K 0.09%
+5,200
133
$108K 0.09%
+1,115
134
$107K 0.09%
+1,800
135
$106K 0.09%
+1,631
136
$104K 0.09%
+1,200
137
$102K 0.09%
+1,000
138
$102K 0.09%
+3,350
139
$101K 0.09%
+17,200
140
$99K 0.08%
+1,800
141
$97K 0.08%
+7,000
142
$97K 0.08%
+9,300
143
$96K 0.08%
+3,408
144
$91K 0.08%
+1,500
145
$91K 0.08%
+167
146
$88K 0.07%
+1,000
147
$88K 0.07%
+969
148
$81K 0.07%
+3,500
149
$80K 0.07%
+1,250
150
$80K 0.07%
+2,353
4 5
6
7 8