BBWP

Beacon Bridge Wealth Partners Portfolio holdings

AUM $252M
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
-$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$6.81M
3
+$6.64M
4
MBB icon
iShares MBS ETF
MBB
+$4.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.48M

Top Sells

1
+$13.1M
2
+$12M
3
+$6.3M
4
VTV icon
Vanguard Value ETF
VTV
+$5.77M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$5.42M

Sector Composition

1 Technology 4.74%
2 Consumer Discretionary 1.31%
3 Healthcare 0.83%
4 Financials 0.79%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,052
102
– –
-3,230
103
– –
-2,281
104
– –
-7,780
1 2 3 4
5