1W
1776 Wealth Portfolio holdings
AUM
$243M
1-Year Return
25.18%
This Quarter Return
-5.7%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$218M
AUM Growth
+$88.2K
(+0.04%)
Cap. Flow
-$1.89M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
50.71%
Holding
142
New
2
Increased
24
Reduced
53
Closed
3
Top Buys
| 1 |
HubSpot
HUBS
|
$841K |
| 2 |
Eaton
ETN
|
$722K |
| 3 |
Tesla
TSLA
|
$643K |
| 4 |
NVIDIA
NVDA
|
$633K |
| 5 |
Meta Platforms (Facebook)
META
|
$389K |
Top Sells
| 1 |
Palantir
PLTR
|
$2.73M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.64M |
| 3 |
Synopsys
SNPS
|
$454K |
| 4 |
GlobalFoundries
GFS
|
$377K |
| 5 |
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% |
