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
$207M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.99M
3
+$1.46M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.3M
5
SAUG icon
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
+$1.11M

Top Sells

1
+$26.3M
2
+$2.66M
3
+$1.77M
4
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$1.31M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$956K

Sector Composition

1 Technology 14.88%
2 Financials 7.05%
3 Consumer Discretionary 5.17%
4 Communication Services 4.97%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.56%
31,710
+5,303
52
$1.16M 0.56%
14,643
+3,243
53
$1.14M 0.55%
25,674
+1,446
54
$1.12M 0.54%
13,215
+4,056
55
$1.11M 0.54%
17,749
-134
56
$1.11M 0.54%
+47,335
57
$1.1M 0.53%
+36,652
58
$1.08M 0.52%
16,461
+5,097
59
$1.07M 0.51%
18,825
-219
60
$1.06M 0.51%
62,066
+5,987
61
$1.06M 0.51%
10,104
+3,826
62
$1.05M 0.51%
13,027
+7,367
63
$1.03M 0.5%
+38,610
64
$995K 0.48%
31,016
-880
65
$986K 0.48%
3,126
-325
66
$957K 0.46%
36,666
-98
67
$935K 0.45%
23,022
+3,119
68
$922K 0.45%
9,645
+337
69
$917K 0.44%
+4,115
70
$908K 0.44%
20,435
-1,699
71
$902K 0.44%
7,791
-43
72
$896K 0.43%
+32,516
73
$890K 0.43%
15,207
-330
74
$877K 0.42%
2,313
+124
75
$869K 0.42%
71,650
+34,672
1 2
3
4 5