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
$218M
AUM Growth
+$88.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$722K
3
+$643K
4
NVDA icon
NVIDIA
NVDA
+$633K
5
META icon
Meta Platforms (Facebook)
META
+$389K

Top Sells

1
+$2.73M
2
+$1.64M
3
+$454K
4
GFS icon
GlobalFoundries
GFS
+$377K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$221K

Sector Composition

1 Technology 34.27%
2 Consumer Discretionary 15.05%
3 Financials 8.32%
4 Healthcare 3.45%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$257K 0.12%
+1,226
127
$247K 0.11%
2,383
128
$224K 0.1%
2,989
-638
129
$217K 0.1%
10,325
-427
130
$216K 0.1%
18,419
131
$213K 0.1%
5,955
132
$210K 0.1%
5,100
-1,500
133
$208K 0.1%
+780
134
$203K 0.09%
1,320
135
$162K 0.07%
13,144
136
$126K 0.06%
10,000
137
$13.8K 0.01%
1,250
138
– –
-8,775
139
– –
-1,000
140
– –
-16,174
2 3 4 5
6