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
$218M
AUM Growth
+$88.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$722K
3
+$643K
4
NVDA icon
NVIDIA
NVDA
+$633K
5
META icon
Meta Platforms (Facebook)
META
+$389K

Top Sells

1
+$2.73M
2
+$1.64M
3
+$454K
4
GFS icon
GlobalFoundries
GFS
+$377K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$221K

Sector Composition

1 Technology 34.27%
2 Consumer Discretionary 15.05%
3 Financials 8.32%
4 Healthcare 3.45%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 12.74%
124,863
-817
2
$19.3M 8.84%
101,181
-820
3
$13M 5.98%
33,933
+871
4
$11.4M 5.22%
134,698
-32,356
5
$11M 5.04%
183,307
-27,405
6
$7.27M 3.34%
19,360
+49
7
$5.91M 2.71%
132,542
-3,731
8
$5.88M 2.7%
54,255
+5,839
9
$4.97M 2.28%
19,180
+2,482
10
$4.03M 1.85%
33,048
-63
11
$3.77M 1.73%
26,953
+972
12
$3.73M 1.72%
7,011
+661
13
$3.39M 1.56%
6,588
+200
14
$3.28M 1.51%
21,227
-18
15
$3.28M 1.5%
9,346
-75
16
$3.27M 1.5%
73,408
17
$2.84M 1.31%
151,948
-22
18
$2.65M 1.22%
29,547
-111
19
$2.56M 1.17%
4,680
20
$2.47M 1.13%
55,603
21
$2.08M 0.96%
35,786
+503
22
$1.78M 0.82%
6,640
-26
23
$1.7M 0.78%
73,209
24
$1.66M 0.76%
2,015
-9
25
$1.66M 0.76%
3,880
-1,059
1
2 3 4 5