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
$236M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.5M
3
+$8.19M
4
AMZN icon
Amazon
AMZN
+$7.95M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.04M

Top Sells

1
+$75K

Sector Composition

1 Technology 25.1%
2 Consumer Discretionary 10.87%
3 Financials 5.29%
4 Communication Services 3.23%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$166K 0.07%
1,938
+969
152
$163K 0.07%
2,425
+1,455
153
$162K 0.07%
7,000
+3,500
154
$159K 0.07%
3,000
+1,500
155
$157K 0.07%
935
+629
156
$156K 0.07%
3,264
+1,633
157
$156K 0.07%
7,281
+3,873
158
$155K 0.07%
313
+146
159
$153K 0.06%
1,937
+1,041
160
$150K 0.06%
1,094
+547
161
$149K 0.06%
1,366
+738
162
$144K 0.06%
4,810
+2,457
163
$139K 0.06%
4,151
+2,305
164
$131K 0.06%
711
+391
165
$131K 0.06%
3,102
+1,711
166
$131K 0.06%
1,753
+1,000
167
$127K 0.05%
1,600
+800
168
$126K 0.05%
1,560
+780
169
$124K 0.05%
578
+307
170
$124K 0.05%
8,568
+3,684
171
$123K 0.05%
4,400
+3,200
172
$122K 0.05%
843
+463
173
$114K 0.05%
1,351
+727
174
$112K 0.05%
+2,400
175
$112K 0.05%
707
+390
5 6
7
8 9