BBWP
Beacon Bridge Wealth Partners Portfolio holdings
AUM
$252M
This Quarter Return
+5.53%
1 Year Return
+12.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(+6.8%)
Cap. Flow
+$4.18M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
99
New
4
Increased
39
Reduced
30
Closed
12
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.18M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$1.95M |
| 3 |
iShares Investment Grade Systematic Bond ETF
IGEB
|
$1.87M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.72M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.66M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.73M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$2.08M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
$1.14M |
| 4 |
iShares Global Energy ETF
IXC
|
$960K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$918K |
Sector Composition
| 1 | Technology | 1.74% |
| 2 | Consumer Discretionary | 1.14% |
| 3 | Financials | 1.02% |
| 4 | Healthcare | 0.51% |
| 5 | Communication Services | 0.48% |
