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
$186M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$695K
3
+$606K
4
AAPL icon
Apple
AAPL
+$586K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$535K

Top Sells

1
+$2.38M
2
+$732K
3
+$621K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$586K
5
CMCSA icon
Comcast
CMCSA
+$534K

Sector Composition

1 Technology 32.99%
2 Consumer Discretionary 14.75%
3 Financials 5.72%
4 Healthcare 2.72%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-9,525
127
– –
-1,150
128
– –
-8,729
2 3 4 5
6