BBWP
Beacon Bridge Wealth Partners Portfolio holdings
AUM
$252M
This Quarter Return
+6.28%
1 Year Return
+12.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$138M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.17%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$17.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$11M |
| 3 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$10.6M |
| 4 |
Vanguard Value ETF
VTV
|
$9.86M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$7.63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.78% |
| 2 | Technology | 1.53% |
| 3 | Financials | 1.29% |
| 4 | Consumer Discretionary | 1.08% |
| 5 | Consumer Staples | 0.69% |
