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
176
$112K 0.05%
1,390
+720
177
$111K 0.05%
2,591
+1,519
178
$104K 0.04%
698
+448
179
$102K 0.04%
1,248
+624
180
$101K 0.04%
600
+300
181
$99K 0.04%
6,000
+3,000
182
$97K 0.04%
6,400
+3,200
183
$94K 0.04%
2,760
+1,380
184
$90K 0.04%
1,850
+925
185
$89K 0.04%
8,025
+4,644
186
$88K 0.04%
794
+397
187
$85K 0.04%
+17,700
188
$85K 0.04%
21,399
+11,871
189
$84K 0.04%
24,000
+12,000
190
$83K 0.04%
8,253
+4,643
191
$82K 0.03%
600
+200
192
$81K 0.03%
2,274
+1,263
193
$79K 0.03%
9,000
+4,500
194
$79K 0.03%
349
+195
195
$77K 0.03%
1,929
+1,064
196
$76K 0.03%
1,400
+400
197
$71K 0.03%
700
+350
198
$70K 0.03%
4,230
+2,060
199
$70K 0.03%
2,000
+1,000
200
$68K 0.03%
1,770
+220
6 7
8
9 10