BBWP
Beacon Bridge Wealth Partners Portfolio holdings
AUM
$252M
This Quarter Return
+3.93%
1 Year Return
+12.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+21%)
Cap. Flow
+$24M
Cap. Flow
% of AUM
14.4%
Top 10 Holdings %
Top 10 Hldgs %
58.44%
Holding
95
New
2
Increased
43
Reduced
37
Closed
5
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$6.88M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.17M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.05M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$3.92M |
| 5 |
Vanguard Value ETF
VTV
|
$1.81M |
Top Sells
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$2.5M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.17M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.08M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$998K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$779K |
Sector Composition
| 1 | Healthcare | 1.3% |
| 2 | Consumer Discretionary | 1.21% |
| 3 | Technology | 1.17% |
| 4 | Financials | 0.87% |
| 5 | Consumer Staples | 0.6% |
