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
+$26.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$471K
3
+$418K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$404K
5
PXD
Pioneer Natural Resource Co.
PXD
+$298K

Top Sells

1
+$2.56M
2
+$1.48M
3
+$1.41M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.41M
5
GFS icon
GlobalFoundries
GFS
+$1.01M

Sector Composition

1 Technology 31.87%
2 Consumer Discretionary 12.79%
3 Financials 5.58%
4 Healthcare 2.33%
5 Communication Services 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,677
127
– –
-16,793
128
– –
-33,152
129
– –
-18,425
130
– –
-35,406
131
– –
-7,277
132
– –
-69,876
133
– –
-5,200
2 3 4 5
6