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
$222M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$1.2M
3 +$1.13M
4
DLR icon
Digital Realty Trust
DLR
+$1M
5
ETN icon
Eaton
ETN
+$896K

Top Sells

1 +$4.33M
2 +$1.12M
3 +$323K
4
ADBE icon
Adobe
ADBE
+$278K
5
DLTR icon
Dollar Tree
DLTR
+$270K

Sector Composition

1 Technology 34.39%
2 Consumer Discretionary 14.72%
3 Financials 6.66%
4 Healthcare 2.96%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,257
152
-90,158