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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$783K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$709K
5
APA icon
APA Corp
APA
+$665K

Top Sells

1
+$1.5M
2
+$797K
3
+$541K
4
LOW icon
Lowe's Companies
LOW
+$493K
5
PLTR icon
Palantir
PLTR
+$445K

Sector Composition

1 Technology 34.25%
2 Consumer Discretionary 13.18%
3 Financials 5.88%
4 Healthcare 2.86%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$199K 0.1%
20,000
127
$196K 0.1%
+16,793
128
$153K 0.08%
13,144
129
$38.4K 0.02%
+1,000
130
– –
-1,088
131
– –
-19,660
132
– –
-1,894
133
– –
-6,276
134
– –
-3,969
135
– –
-3,375
136
– –
-2,466
137
– –
-4,104
138
– –
-1,863
139
– –
-1,167
2 3 4 5
6