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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.03M
3
+$783K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$709K
5
APA icon
APA Corp
APA
+$665K

Top Sells

1
+$1.5M
2
+$797K
3
+$541K
4
LOW icon
Lowe's Companies
LOW
+$493K
5
PLTR icon
Palantir
PLTR
+$445K

Sector Composition

1 Technology 34.25%
2 Consumer Discretionary 13.18%
3 Financials 5.88%
4 Healthcare 2.86%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 12.77%
125,011
-7,733
2
$19.9M 10.48%
40,680
-783
3
$19.2M 10.11%
323,207
-13,415
4
$13.9M 7.31%
106,519
-486
5
$6.81M 3.59%
142,730
-2,516
6
$5.81M 3.06%
17,062
+2,299
7
$4.3M 2.27%
107,347
+1,926
8
$3.81M 2.01%
248,501
-29,000
9
$3.49M 1.84%
13,315
+95
10
$2.86M 1.51%
33,739
-3,615
11
$2.83M 1.49%
168,159
+4,796
12
$2.56M 1.35%
226,832
-15,582
13
$2.52M 1.33%
33,543
-4,233
14
$2.51M 1.32%
6,175
-37
15
$2.5M 1.31%
20,851
+1,224
16
$2.38M 1.25%
6,972
-100
17
$2.37M 1.25%
9,990
-836
18
$2.12M 1.12%
22,797
+200
19
$1.88M 0.99%
44,420
-2,000
20
$1.82M 0.96%
35,265
+302
21
$1.64M 0.86%
3,768
22
$1.54M 0.81%
4,780
23
$1.48M 0.78%
65,223
+3,034
24
$1.42M 0.75%
6,320
25
$1.41M 0.74%
6,681
+336
1
2 3 4 5