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
$176M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$468K
3
+$427K
4
CPAY icon
Corpay
CPAY
+$423K
5
CSCO icon
Cisco
CSCO
+$338K

Top Sells

1
+$1.39M
2
+$427K
3
+$211K
4
FFIV icon
F5
FFIV
+$209K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$107K

Sector Composition

1 Technology 33.68%
2 Consumer Discretionary 13.75%
3 Financials 4.83%
4 Communication Services 3.56%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 13.6%
41,160
+4
2
$15.7M 8.83%
114,325
-213
3
$15.1M 8.53%
252,437
+7,807
4
$14.6M 8.22%
84,720
+600
5
$6.94M 3.91%
263,201
+1,200
6
$5.54M 3.13%
73,352
-1,411
7
$5.19M 2.93%
324,044
-26,695
8
$4.28M 2.41%
107,519
+22
9
$3.8M 2.14%
129,674
+528
10
$2.96M 1.67%
10,908
+18
11
$2.78M 1.57%
134,602
+5,394
12
$2.63M 1.48%
11,601
+945
13
$2.57M 1.45%
45,615
+1,654
14
$2.4M 1.35%
10,271
15
$2.37M 1.34%
19,420
16
$2.35M 1.32%
34,786
+2
17
$2.33M 1.31%
41,406
18
$2.28M 1.28%
8,144
19
$2.1M 1.19%
7,572
20
$2.07M 1.17%
74,970
+353
21
$2.02M 1.14%
12,255
-125
22
$1.75M 0.99%
4,620
23
$1.74M 0.98%
7,103
24
$1.72M 0.97%
64,000
-1,440
25
$1.6M 0.9%
4,607
1
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