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
$211M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$408K
3
+$259K
4
MPC icon
Marathon Petroleum
MPC
+$257K
5
QCOM icon
Qualcomm
QCOM
+$223K

Top Sells

1
+$3.01M
2
+$770K
3
+$495K
4
TSLA icon
Tesla
TSLA
+$438K
5
XOM icon
Exxon Mobil
XOM
+$281K

Sector Composition

1 Technology 30.72%
2 Consumer Discretionary 14.73%
3 Financials 7.04%
4 Healthcare 5.16%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$211K 0.1%
+1,601
127
$210K 0.1%
1,000
128
$209K 0.1%
20,000
129
$203K 0.1%
603
-84
130
$201K 0.1%
+2,887
131
$178K 0.08%
13,144
132
$121K 0.06%
10,000
133
$25K 0.01%
1,250
134
– –
-3,679
135
– –
-2,108
136
– –
-2,814
2 3 4 5
6