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
76
$369K 0.4%
3,503
-1,129
77
$357K 0.39%
10,816
-1,214
78
$349K 0.38%
15,163
-335
79
$338K 0.37%
2,292
-581
80
$330K 0.36%
6,540
-153
81
$325K 0.36%
3,718
+67
82
$324K 0.36%
7,629
+157
83
$323K 0.35%
9,627
-98
84
$310K 0.34%
5,284
-492
85
$296K 0.32%
+13,425
86
$288K 0.32%
+3,216
87
$276K 0.3%
2,796
-64
88
$269K 0.3%
10,967
-391
89
$268K 0.29%
469
-93
90
$265K 0.29%
513
-89
91
$259K 0.28%
3,500
92
$257K 0.28%
1,998
-102
93
$257K 0.28%
22,364
-3,317
94
$250K 0.27%
6,001
-32
95
$245K 0.27%
1,039
-519
96
$245K 0.27%
1,419
-80
97
$244K 0.27%
11,073
+1,394
98
$235K 0.26%
1,354
+1
99
$235K 0.26%
2,871
+60
100
$233K 0.26%
8,102
-5,760
2 3
4
5 6