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
1
$13.6M 11.6%
+41,247
2
$8.91M 7.59%
+148,311
3
$8.78M 7.47%
+118,800
4
$7.08M 6.03%
+76,440
5
$5.92M 5.04%
+98,164
6
$4.94M 4.2%
+338,194
7
$3.64M 3.1%
+101,143
8
$2.53M 2.16%
+42,320
9
$2.39M 2.03%
+89,244
10
$2.17M 1.84%
+40,246
11
$1.89M 1.61%
+30,768
12
$1.68M 1.43%
+10,360
13
$1.66M 1.41%
+7,338
14
$1.5M 1.27%
+58,667
15
$1.39M 1.18%
+7,275
16
$1.33M 1.13%
+11,930
17
$1.2M 1.02%
+18,400
18
$1.2M 1.02%
+23,578
19
$1.16M 0.99%
+17,340
20
$1.03M 0.88%
+40,000
21
$902K 0.77%
+4,041
22
$891K 0.76%
+6,028
23
$880K 0.75%
+15,091
24
$802K 0.68%
+6,700
25
$799K 0.68%
+13,251
1
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