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
201
$68K 0.03%
2,294
+1,268
202
$68K 0.03%
8,813
+5,443
203
$66K 0.03%
260
+130
204
$63K 0.03%
1,900
+500
205
$61K 0.03%
1,368
+684
206
$61K 0.03%
400
+200
207
$60K 0.03%
894
+258
208
$58K 0.02%
+1,400
209
$58K 0.02%
666
+333
210
$58K 0.02%
1,800
+900
211
$58K 0.02%
+3,830
212
$58K 0.02%
562
+281
213
$56K 0.02%
316
+108
214
$55K 0.02%
942
+471
215
$53K 0.02%
3,000
+1,500
216
$53K 0.02%
150
217
$52K 0.02%
988
+494
218
$52K 0.02%
255
+154
219
$51K 0.02%
294
+186
220
$51K 0.02%
2,000
+1,000
221
$50K 0.02%
700
+350
222
$49K 0.02%
732
+486
223
$49K 0.02%
+4,000
224
$48K 0.02%
1,200
+600
225
$46K 0.02%
700
+200
7 8
9
10 11