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
101
$515K 0.28%
+2,342
102
$511K 0.28%
+5,916
103
$504K 0.27%
+36,636
104
$499K 0.27%
+14,802
105
$496K 0.27%
+1,020
106
$486K 0.26%
+1,923
107
$483K 0.26%
+4,816
108
$480K 0.26%
+3,295
109
$472K 0.26%
+1,158
110
$467K 0.25%
+5,313
111
$456K 0.25%
+23,448
112
$452K 0.24%
+2,288
113
$451K 0.24%
+3,637
114
$446K 0.24%
+5,524
115
$441K 0.24%
+2,135
116
$439K 0.24%
+1,196
117
$433K 0.23%
+8,227
118
$430K 0.23%
+893
119
$424K 0.23%
+9,407
120
$424K 0.23%
+11,064
121
$423K 0.23%
+10,606
122
$419K 0.23%
+5,919
123
$418K 0.23%
+704
124
$417K 0.23%
+14,647
125
$415K 0.22%
+3,639
3 4
5
6 7