BBWP
Beacon Bridge Wealth Partners Portfolio holdings
AUM
$301M
1-Year Est. Return
14.41%
This Fund
S&P 500
1 Year Est. Return
+14.41%
AUM
$301M
AUM Growth
+$19.9M
(+7.1%)
Holding
101
Top Buys
| 1 | +$8.2M | |
| 2 | +$4.98M | |
| 3 | +$3.83M | |
| 4 |
Franklin Dynamic Municipal Bond ETF
FLMI
|
+$3.82M |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$2.73M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$5.31M | |
| 3 | +$4.45M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$3.13M |
| 5 |
Schwab Long-Term US Treasury ETF
SCHQ
|
+$995K |
Sector Composition
| 1 | Technology | 1.57% |
| 2 | Financials | 0.95% |
| 3 | Communication Services | 0.74% |
| 4 | Industrials | 0.64% |
| 5 | Consumer Discretionary | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Jazz Pharmaceuticals
JAZZ
$11.3B
| – | – |
-1,651
|
|