BBWP
Beacon Bridge Wealth Partners Portfolio holdings
AUM
$252M
This Quarter Return
+8.44%
1 Year Return
+12.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(+7.5%)
Cap. Flow
-$672K
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
48.14%
Holding
93
New
8
Increased
30
Reduced
41
Closed
6
Top Buys
| 1 |
iShares Core International Aggregate Bond Fund
IAGG
|
$1.96M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.9M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$1.86M |
| 4 |
Schwab Long-Term US Treasury ETF
SCHQ
|
$1.01M |
| 5 |
Vanguard Value ETF
VTV
|
$675K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$1.54M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.22M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.17M |
| 4 |
BlackRock Flexible Income ETF
BINC
|
$1.09M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$771K |
Sector Composition
| 1 | Technology | 1.91% |
| 2 | Financials | 0.95% |
| 3 | Industrials | 0.86% |
| 4 | Communication Services | 0.63% |
| 5 | Consumer Discretionary | 0.63% |
