BBWP
Beacon Bridge Wealth Partners Portfolio holdings
AUM
$252M
This Quarter Return
+9.09%
1 Year Return
+12.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+5.8%)
Cap. Flow
-$7.36M
Cap. Flow
% of AUM
-3.67%
Top 10 Holdings %
Top 10 Hldgs %
49.11%
Holding
109
New
11
Increased
30
Reduced
58
Closed
3
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.98M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.39M |
| 3 |
iShares MBS ETF
MBB
|
$2.06M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.79M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$1.7M |
Top Sells
| 1 |
Broadcom
AVGO
|
$8.73M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.14M |
| 3 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$2.69M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$2.14M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$1.43M |
Sector Composition
| 1 | Technology | 1.39% |
| 2 | Consumer Discretionary | 1.31% |
| 3 | Financials | 0.85% |
| 4 | Healthcare | 0.67% |
| 5 | Communication Services | 0.47% |
