BBWP
Beacon Bridge Wealth Partners Portfolio holdings
AUM
$252M
This Quarter Return
+2.02%
1 Year Return
+12.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(+2.9%)
Cap. Flow
+$3.73M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
47.19%
Holding
98
New
6
Increased
36
Reduced
44
Closed
3
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$4.52M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$2.39M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$2.08M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.78M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.56M |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.52M |
| 2 |
Vanguard Value ETF
VTV
|
$2.84M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$2.21M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$1.73M |
| 5 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$1.06M |
Sector Composition
| 1 | Technology | 1.57% |
| 2 | Consumer Discretionary | 1.02% |
| 3 | Financials | 0.78% |
| 4 | Communication Services | 0.65% |
| 5 | Healthcare | 0.48% |
