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
201
$36K 0.03%
+11,200
202
$36K 0.03%
+1,592
203
$36K 0.03%
+333
204
$36K 0.03%
+1,700
205
$35K 0.03%
+200
206
$35K 0.03%
+130
207
$34K 0.03%
+684
208
$34K 0.03%
+900
209
$33K 0.03%
+350
210
$33K 0.03%
+154
211
$33K 0.03%
+281
212
$32K 0.03%
+500
213
$31K 0.03%
+420
214
$29K 0.02%
+1,131
215
$29K 0.02%
+501
216
$28K 0.02%
+200
217
$28K 0.02%
+600
218
$28K 0.02%
+500
219
$27K 0.02%
+182
220
$27K 0.02%
+1,218
221
$27K 0.02%
+72
222
$27K 0.02%
+1,000
223
$27K 0.02%
+471
224
$26K 0.02%
+1,500
225
$26K 0.02%
+494
7 8
9
10 11