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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.91M
3
+$8.78M
4
AMZN icon
Amazon
AMZN
+$7.08M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.01%
2 Consumer Discretionary 10.06%
3 Financials 4.98%
4 Communication Services 3.42%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$80K 0.07%
+4,884
152
$79K 0.07%
+547
153
$78K 0.07%
+970
154
$77K 0.07%
+896
155
$75K 0.06%
+2,800
156
$73K 0.06%
+1,391
157
$69K 0.06%
+624
158
$68K 0.06%
+1,846
159
$68K 0.06%
+4,717
160
$66K 0.06%
+753
161
$66K 0.06%
+710
162
$65K 0.06%
+1,550
163
$64K 0.05%
+320
164
$64K 0.05%
+800
165
$63K 0.05%
+271
166
$62K 0.05%
+1,072
167
$62K 0.05%
+670
168
$61K 0.05%
+380
169
$61K 0.05%
+780
170
$60K 0.05%
+624
171
$59K 0.05%
+3,000
172
$59K 0.05%
+306
173
$58K 0.05%
+1,000
174
$57K 0.05%
+317
175
$56K 0.05%
+9,528
5 6
7
8 9