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
$202M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.04M
3
+$1.84M
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$1.67M
5
TSLA icon
Tesla
TSLA
+$1.3M

Top Sells

1
+$3.31M
2
+$1.86M
3
+$955K
4
ADBE icon
Adobe
ADBE
+$918K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$878K

Sector Composition

1 Technology 34.58%
2 Consumer Discretionary 14.52%
3 Financials 6.62%
4 Healthcare 2.36%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25M 12.38%
129,753
+3,892
2
$23.4M 11.58%
39,142
-1,538
3
$16.4M 8.12%
107,828
+1,123
4
$14.6M 7.22%
244,067
-55,461
5
$7.46M 3.7%
19,849
+1,879
6
$6.14M 3.04%
151,291
+45,244
7
$4.64M 2.3%
18,660
+5,220
8
$4.36M 2.16%
91,202
-38,950
9
$3.85M 1.91%
224,001
10
$3.26M 1.62%
34,742
+1,202
11
$3.1M 1.54%
23,697
+900
12
$3.01M 1.49%
21,526
+300
13
$2.98M 1.48%
167,040
-457
14
$2.91M 1.44%
72,287
+59,575
15
$2.7M 1.34%
6,175
16
$2.68M 1.33%
10,291
+257
17
$2.6M 1.29%
32,446
-623
18
$2.49M 1.23%
6,972
19
$2.42M 1.2%
48,880
+2,000
20
$2.2M 1.09%
35,271
+3
21
$2.04M 1.01%
+178,569
22
$1.98M 0.98%
3,843
+50
23
$1.81M 0.9%
4,700
-80
24
$1.76M 0.87%
6,681
25
$1.67M 0.83%
+75,240
1
2 3 4 5