1W
1776 Wealth Portfolio holdings
AUM
$266M
1-Year Est. Return
22.41%
This Fund
S&P 500
1 Year Est. Return
+22.41%
AUM
$259M
AUM Growth
+$16.6M
(+6.9%)
Holding
154
Top Buys
| 1 | +$912K | |
| 2 | +$738K | |
| 3 | +$675K | |
| 4 |
Broadcom
AVGO
|
+$666K |
| 5 |
Oracle
ORCL
|
+$641K |
Top Sells
| 1 | +$2.17M | |
| 2 | +$863K | |
| 3 | +$685K | |
| 4 |
Amazon
AMZN
|
+$675K |
| 5 |
Microsoft
MSFT
|
+$665K |
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
Sherwin-Williams
SHW
$83.1B
| – | – |
-1,796
|
|
||
152
SLB Ltd
SLB
$70.9B
| – | – |
-8,160
|
|
||
153
Truist Financial
TFC
$61.2B
| – | – |
-5,100
|
|
||
154
Texas Instruments
TXN
$180B
| – | – |
-2,150
|
|