BFWM
Bright Futures Wealth Management Portfolio holdings
AUM
$91.2M
This Quarter Return
+7.95%
1 Year Return
+7.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
–
Cap. Flow
+$185M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
24.01%
Holding
207
New
206
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.43M |
| 2 |
Amazon
AMZN
|
$7.29M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.07M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$4.05M |
| 5 |
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% |
