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
$236M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.5M
3
+$8.19M
4
AMZN icon
Amazon
AMZN
+$7.95M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.04M

Top Sells

1
+$75K

Sector Composition

1 Technology 25.1%
2 Consumer Discretionary 10.87%
3 Financials 5.29%
4 Communication Services 3.23%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$253K 0.11%
1,400
+700
127
$245K 0.1%
2,000
+1,000
128
$242K 0.1%
5,603
+2,984
129
$231K 0.1%
23,637
+21,091
130
$226K 0.1%
2,160
+1,080
131
$221K 0.09%
11,400
+5,000
132
$218K 0.09%
19,694
+9,847
133
$217K 0.09%
5,385
+3,375
134
$214K 0.09%
34,400
+17,200
135
$208K 0.09%
4,070
+1,435
136
$208K 0.09%
10,400
+5,200
137
$207K 0.09%
2,445
+1,330
138
$202K 0.09%
3,000
+2,000
139
$199K 0.08%
3,900
+2,100
140
$198K 0.08%
2,400
+1,200
141
$192K 0.08%
7,710
+4,360
142
$187K 0.08%
3,451
+1,503
143
$187K 0.08%
4,858
+1,690
144
$187K 0.08%
18,600
+9,300
145
$187K 0.08%
2,305
+1,595
146
$186K 0.08%
14,000
+7,000
147
$184K 0.08%
3,600
+1,800
148
$175K 0.07%
12,400
+5,600
149
$171K 0.07%
2,100
+1,100
150
$169K 0.07%
2,870
+1,620
4 5
6
7 8