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
$223M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$249K
3
+$242K
4
FFIV icon
F5
FFIV
+$220K
5
NKE icon
Nike
NKE
+$210K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1M
5
AMZN icon
Amazon
AMZN
+$795K

Sector Composition

1 Technology 34.65%
2 Consumer Discretionary 14.98%
3 Financials 7.25%
4 Healthcare 3.08%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$268K 0.12%
7,560
127
$267K 0.12%
2,383
-246
128
$258K 0.12%
3,189
129
$249K 0.11%
+10,578
130
$247K 0.11%
500
-5
131
$242K 0.11%
+1,226
132
$226K 0.1%
603
133
$224K 0.1%
1,320
134
$221K 0.1%
1,000
135
$221K 0.1%
5,955
-1,653
136
$220K 0.1%
+1,000
137
$210K 0.09%
1,290
138
$210K 0.09%
+2,374
139
$194K 0.09%
13,144
140
$142K 0.06%
1,000
-9,000
141
$108K 0.05%
10,250
-3,026
142
$15.6K 0.01%
1,250
143
– –
-2,650
144
– –
-9,773
145
– –
-5,200
146
– –
-1,963
147
– –
-2,244
148
– –
-4,004
149
– –
-171,569
2 3 4 5
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