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
1
$26.9M 11.36%
82,889
+41,642
2
$22.4M 9.48%
377,119
+228,808
3
$16.3M 6.91%
237,936
+119,136
4
$15.2M 6.44%
159,960
+83,520
5
$11.4M 4.82%
208,556
+110,392
6
$9.84M 4.16%
694,736
+356,542
7
$7.44M 3.15%
238,405
+137,262
8
$4.91M 2.08%
213,952
+124,708
9
$4.82M 2.04%
84,640
+42,320
10
$3.65M 1.54%
21,324
+14,049
11
$3.6M 1.52%
22,558
+12,198
12
$3.52M 1.49%
74,194
+33,948
13
$3.47M 1.47%
63,864
+33,096
14
$3.08M 1.3%
15,110
+7,772
15
$2.87M 1.21%
140,252
+81,585
16
$2.51M 1.06%
141,367
+102,676
17
$2.36M 1%
24,410
+12,480
18
$2.33M 0.99%
37,540
+20,200
19
$2.32M 0.98%
89,900
+49,900
20
$2.03M 0.86%
35,800
+17,400
21
$2.02M 0.85%
48,333
+24,755
22
$1.8M 0.76%
13,900
+7,200
23
$1.71M 0.72%
132,755
+76,944
24
$1.6M 0.68%
+45,900
25
$1.6M 0.68%
7,786
+3,745
1
2 3 4 5