1W
1776 Wealth Portfolio holdings
AUM
$243M
This Quarter Return
+9.58%
1 Year Return
+25.18%
3 Year Return
+96.72%
5 Year Return
+121.75%
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+11%)
Cap. Flow
+$1.81M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
55.81%
Holding
118
New
7
Increased
39
Reduced
10
Closed
2
Top Buys
| 1 |
Lowe's Companies
LOW
|
$506K |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$468K |
| 3 |
Synopsys
SNPS
|
$427K |
| 4 |
Corpay
CPAY
|
$423K |
| 5 |
Cisco
CSCO
|
$338K |
Top Sells
| 1 |
Blackstone
BX
|
$1.39M |
| 2 |
Nuveen Quality Municipal Income Fund
NAD
|
$427K |
| 3 |
EOT
Eaton Vance National Municipal Opportunities Trust
EOT
|
$211K |
| 4 |
F5
FFIV
|
$209K |
| 5 |
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% |
