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
$223M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$249K
3
+$242K
4
FFIV icon
F5
FFIV
+$220K
5
NKE icon
Nike
NKE
+$210K

Top Sells

1
+$2.01M
2
+$1.28M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1M
5
AMZN icon
Amazon
AMZN
+$795K

Sector Composition

1 Technology 34.65%
2 Consumer Discretionary 14.98%
3 Financials 7.25%
4 Healthcare 3.08%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.2M 13.09%
125,511
-4,302
2
$19.2M 8.6%
103,146
-4,264
3
$16.8M 7.51%
32,378
-303
4
$13.3M 5.94%
221,597
-7,707
5
$8.17M 3.66%
18,993
-1,193
6
$7.53M 3.37%
202,501
7
$6.22M 2.78%
136,684
-3,862
8
$5.82M 2.6%
47,891
-689
9
$4.3M 1.93%
16,448
-117
10
$3.89M 1.74%
33,110
-482
11
$3.6M 1.61%
23,497
12
$3.45M 1.54%
20,791
-908
13
$3.3M 1.48%
73,408
+1,121
14
$3.26M 1.46%
6,170
15
$3.02M 1.35%
35,280
+2
16
$2.92M 1.31%
153,272
-7,371
17
$2.92M 1.31%
6,350
18
$2.79M 1.25%
30,673
-1,847
19
$2.59M 1.16%
9,420
-319
20
$2.49M 1.11%
55,603
21
$2.32M 1.04%
4,680
-3
22
$1.97M 0.88%
3,888
+60
23
$1.82M 0.82%
6,666
-198
24
$1.81M 0.81%
73,369
-3,235
25
$1.6M 0.72%
33,220
+1,369
1
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