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
$155M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$987K
3
+$641K
4
AMZN icon
Amazon
AMZN
+$449K
5
ZM icon
Zoom
ZM
+$337K

Top Sells

1
+$1.75M
2
+$618K
3
+$391K
4
PLTR icon
Palantir
PLTR
+$277K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$254K

Sector Composition

1 Technology 30.96%
2 Consumer Discretionary 13.78%
3 Financials 5.15%
4 Communication Services 3.42%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 12.97%
41,446
+18
2
$15.8M 9.89%
119,070
-251
3
$15.3M 9.57%
254,824
+10,681
4
$13.9M 8.67%
85,100
+2,760
5
$5.46M 3.42%
355,518
+8,000
6
$5.46M 3.41%
80,818
-2,978
7
$3.86M 2.42%
110,183
+935
8
$3.86M 2.42%
132,850
+9,529
9
$2.67M 1.67%
11,996
+130
10
$2.59M 1.62%
127,110
+6,987
11
$2.41M 1.51%
35,246
+784
12
$2.38M 1.49%
43,304
-237
13
$2.25M 1.41%
10,279
-63
14
$2.06M 1.29%
41,439
15
$1.96M 1.22%
8,804
-100
16
$1.77M 1.11%
75,018
-1,322
17
$1.77M 1.11%
+20,220
18
$1.76M 1.1%
7,572
19
$1.62M 1.01%
7,632
+85
20
$1.55M 0.97%
12,380
21
$1.48M 0.93%
6,300
-2,625
22
$1.43M 0.89%
53,440
+4,000
23
$1.29M 0.81%
4,728
+5
24
$1.25M 0.78%
78,944
25
$1.25M 0.78%
4,740
1
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