BBWP

Beacon Bridge Wealth Partners Portfolio holdings

AUM $252M
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$7.38M
3
+$7.28M
4
AVGO icon
Broadcom
AVGO
+$6.94M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.64M

Top Sells

1
+$7.05M
2
+$6.81M
3
+$5.03M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.92M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.43M

Sector Composition

1 Technology 4.73%
2 Consumer Discretionary 1.19%
3 Healthcare 1.04%
4 Financials 0.8%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.19%
8,202
+221
52
$370K 0.19%
9,991
-584
53
$357K 0.18%
1,197
-27
54
$353K 0.18%
5,527
55
$347K 0.18%
4,624
-90,750
56
$333K 0.17%
2,290
57
$329K 0.17%
2,761
+106
58
$325K 0.17%
15,443
-363
59
$324K 0.17%
5,735
-728
60
$306K 0.16%
2,956
-103
61
$303K 0.15%
4,022
-735
62
$301K 0.15%
26,451
+592
63
$294K 0.15%
3,722
+30
64
$294K 0.15%
2,548
+7
65
$291K 0.15%
6,230
-151,107
66
$288K 0.15%
9,174
-58
67
$284K 0.15%
2,907
+65
68
$280K 0.14%
1,180
-2
69
$280K 0.14%
2,313
+43
70
$276K 0.14%
10,542
+72
71
$271K 0.14%
10,304
+156
72
$268K 0.14%
3,618
+335
73
$266K 0.14%
5,784
+161
74
$264K 0.13%
25,942
-134
75
$264K 0.13%
2,397
+17
1 2
3
4