1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
+13.07%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+14%)
Cap. Flow
+$4.26M
Cap. Flow
% of AUM
2.25%
Top 10 Holdings %
Top 10 Hldgs %
55.14%
Holding
147
New
25
Increased
39
Reduced
38
Closed
10
Top Buys
| 1 |
FT Vest US Equity Buffer ETF May
FMAY
|
$1.12M |
| 2 |
FT Vest US Equity Buffer ETF March
FMAR
|
$1.03M |
| 3 |
Microsoft
MSFT
|
$783K |
| 4 |
FT Vest Growth-100 Buffer ETF March
QMAR
|
$709K |
| 5 |
APA Corp
APA
|
$665K |
Top Sells
| 1 |
Apple
AAPL
|
$1.5M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$797K |
| 3 |
Accenture
ACN
|
$541K |
| 4 |
Lowe's Companies
LOW
|
$493K |
| 5 |
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% |
