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
51
$1.03M 0.56%
+38,103
52
$1.03M 0.56%
+17,628
53
$987K 0.53%
+9,785
54
$973K 0.53%
+53,606
55
$972K 0.53%
+32,380
56
$958K 0.52%
+1,054
57
$957K 0.52%
+22,397
58
$940K 0.51%
+20,534
59
$914K 0.49%
+32,494
60
$909K 0.49%
+14,917
61
$894K 0.48%
+15,637
62
$887K 0.48%
+37,111
63
$887K 0.48%
+36,886
64
$884K 0.48%
+29,797
65
$877K 0.47%
+16,554
66
$875K 0.47%
+8,480
67
$829K 0.45%
+7,834
68
$826K 0.45%
+5,182
69
$825K 0.45%
+9,018
70
$791K 0.43%
+14,816
71
$775K 0.42%
+15,940
72
$765K 0.41%
+6,657
73
$748K 0.4%
+10,475
74
$739K 0.4%
+1,422
75
$728K 0.39%
+11,739
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3
4 5