BFWM

Bright Futures Wealth Management Portfolio holdings

AUM $128M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.2M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.1M
3
+$473K
4
TMUS icon
T-Mobile US
TMUS
+$440K
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$421K

Top Sells

1
+$2.12M
2
+$1.13M
3
+$977K
4
TXT icon
Textron
TXT
+$747K
5
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$666K

Sector Composition

1 Technology 8.08%
2 Financials 5.15%
3 Communication Services 4.88%
4 Real Estate 4.68%
5 Consumer Staples 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$633K 0.69%
25,701
+6,966
52
$558K 0.61%
1,628
-2,850
53
$556K 0.61%
18,839
-607
54
$554K 0.61%
11,079
-1,469
55
$552K 0.61%
2,941
+1,092
56
$523K 0.57%
9,615
-990
57
$505K 0.55%
8,652
-703
58
$469K 0.51%
2,832
-225
59
$465K 0.51%
2,775
-10
60
$461K 0.51%
6,378
-205
61
$452K 0.5%
15,187
-16,610
62
$451K 0.49%
2,413
+44
63
$447K 0.49%
5,313
64
$443K 0.49%
2,047
-150
65
$438K 0.48%
8,713
+4,666
66
$430K 0.47%
3,646
+1
67
$421K 0.46%
+7,918
68
$418K 0.46%
11,034
-8
69
$404K 0.44%
5,188
-464
70
$400K 0.44%
5,129
-642
71
$392K 0.43%
5,573
+32
72
$391K 0.43%
5,249
-40
73
$384K 0.42%
107,933
+11,569
74
$377K 0.41%
14,590
-1,164
75
$377K 0.41%
1,135
1 2
3
4 5