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
$167M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.03M
3
+$1.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$835K
5
AAPL icon
Apple
AAPL
+$832K

Top Sells

1
+$795K
2
+$656K
3
+$446K
4
AMT icon
American Tower
AMT
+$399K
5
RITM icon
Rithm Capital
RITM
+$383K

Sector Composition

1 Technology 31.99%
2 Consumer Discretionary 13.21%
3 Financials 6.36%
4 Communication Services 2.18%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 13.15%
132,744
+5,046
2
$20M 12.03%
336,622
+96,562
3
$16M 9.6%
41,463
+25
4
$11.1M 6.64%
107,005
+4,505
5
$6.9M 4.14%
145,246
+42,748
6
$4.26M 2.56%
14,763
+2,796
7
$4.23M 2.54%
105,421
+375
8
$3.19M 1.92%
13,220
+209
9
$2.93M 1.76%
37,354
-113
10
$2.8M 1.68%
242,414
+573
11
$2.76M 1.65%
37,776
+1,900
12
$2.74M 1.64%
163,363
+14,020
13
$2.44M 1.47%
10,826
+32
14
$2.34M 1.41%
277,501
+16,000
15
$2.34M 1.4%
6,212
+5,088
16
$2.18M 1.31%
7,072
17
$2.04M 1.22%
19,627
+779
18
$1.98M 1.19%
22,597
+397
19
$1.56M 0.94%
86,178
-2,318
20
$1.56M 0.94%
4,780
+17
21
$1.46M 0.87%
3,768
+160
22
$1.41M 0.84%
62,189
23
$1.4M 0.84%
34,963
+6,154
24
$1.34M 0.81%
41,070
25
$1.29M 0.77%
46,420
1
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