1W
1776 Wealth Portfolio holdings
AUM
$259M
1-Year Est. Return
32.31%
1 Year Est. Return
+32.31%
AUM
$259M
AUM Growth
+$16.6M
(+6.9%)
Holding
154
Top Buys
| 1 | +$897K | |
| 2 | +$729K | |
| 3 | +$716K | |
| 4 |
Oracle
ORCL
|
+$708K |
| 5 |
Advanced Micro Devices
AMD
|
+$677K |
Top Sells
| 1 | +$2.17M | |
| 2 | +$813K | |
| 3 | +$794K | |
| 4 |
Microsoft
MSFT
|
+$675K |
| 5 |
Amazon
AMZN
|
+$655K |
Sector Composition
| 1 | Technology | 39.97% |
| 2 | Consumer Discretionary | 15.49% |
| 3 | Financials | 8.4% |
| 4 | Communication Services | 2.98% |
| 5 | Healthcare | 2.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$739M
| – | – |
-3,148
|
|
||
152
SLB Ltd
SLB
$56.9B
| – | – |
-8,160
|
|
||
153
Truist Financial
TFC
$60.8B
| – | – |
-5,100
|
|
||
154
Texas Instruments
TXN
$163B
| – | – |
-2,150
|
|