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
176
$56K 0.05%
+12,000
177
$55K 0.05%
+300
178
$55K 0.05%
+400
179
$54K 0.05%
+397
180
$54K 0.05%
+1,380
181
$53K 0.05%
+3,200
182
$53K 0.05%
+3,610
183
$53K 0.05%
+150
184
$52K 0.04%
+1,026
185
$52K 0.04%
+865
186
$51K 0.04%
+1,011
187
$51K 0.04%
+925
188
$50K 0.04%
+3,381
189
$46K 0.04%
+4,500
190
$46K 0.04%
+2,170
191
$45K 0.04%
+1,200
192
$45K 0.04%
+1,400
193
$43K 0.04%
+636
194
$43K 0.04%
+3,370
195
$42K 0.04%
+628
196
$42K 0.04%
+1,000
197
$40K 0.03%
+250
198
$39K 0.03%
+208
199
$39K 0.03%
+350
200
$38K 0.03%
+2,546
6 7
8
9 10