BFWM

Bright Futures Wealth Management Portfolio holdings

AUM $91.2M
1-Year Est. Return 7.11%
This Quarter Est. Return
1 Year Est. Return
+7.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.29M
3
+$4.07M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$4.05M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.99M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.72%
2 Financials 6.63%
3 Consumer Discretionary 5.77%
4 Communication Services 5.14%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.04%
+155,550
27
$1.89M 1.02%
+25,101
28
$1.78M 0.96%
+37,600
29
$1.76M 0.95%
+101,573
30
$1.68M 0.91%
+136,982
31
$1.6M 0.87%
+15,693
32
$1.58M 0.85%
+12,172
33
$1.53M 0.83%
+16,887
34
$1.52M 0.82%
+2,432
35
$1.5M 0.81%
+17,289
36
$1.43M 0.77%
+15,539
37
$1.33M 0.72%
+4,554
38
$1.32M 0.72%
+50,768
39
$1.27M 0.69%
+32,417
40
$1.23M 0.67%
+16,715
41
$1.21M 0.66%
+8,306
42
$1.16M 0.63%
+16,800
43
$1.16M 0.62%
+21,335
44
$1.11M 0.6%
+9,014
45
$1.09M 0.59%
+24,085
46
$1.07M 0.58%
+21,073
47
$1.07M 0.58%
+35,989
48
$1.06M 0.57%
+3,386
49
$1.04M 0.56%
+6,980
50
$1.03M 0.56%
+20,214
1
2
3 4 5