BBWP

Beacon Bridge Wealth Partners Portfolio holdings

AUM $281M
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.6M
3
+$1.31M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.08M
5
VUG icon
Vanguard Growth ETF
VUG
+$864K

Top Sells

1
+$2.51M
2
+$1.22M
3
+$922K
4
TSLA icon
Tesla
TSLA
+$554K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$403K

Sector Composition

1 Technology 1.75%
2 Financials 1.01%
3 Consumer Discretionary 0.82%
4 Industrials 0.78%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$771K 0.33%
3,907
+79
52
$762K 0.33%
12,266
-6,154
53
$693K 0.3%
12,268
-2,151
54
$671K 0.29%
6,194
+272
55
$635K 0.27%
4,109
-8
56
$620K 0.26%
1,690
+39
57
$612K 0.26%
9,224
+3,013
58
$574K 0.25%
3,369
+30
59
$551K 0.24%
32,432
-54,289
60
$548K 0.23%
1,079
-314
61
$547K 0.23%
2,231
+40
62
$546K 0.23%
4,025
-177
63
$509K 0.22%
1,963
-2,136
64
$505K 0.22%
1,345
+36
65
$467K 0.2%
1,725
66
$423K 0.18%
1,206
+23
67
$400K 0.17%
1,802
-15
68
$380K 0.16%
2,430
+59
69
$349K 0.15%
1,830
+1
70
$342K 0.15%
1,631
+22
71
$339K 0.14%
5,552
+25
72
$330K 0.14%
3,521
-295
73
$309K 0.13%
4,272
-76
74
$298K 0.13%
1,798
-12
75
$289K 0.12%
543
+13
1 2
3
4