BFWM
Bright Futures Wealth Management Portfolio holdings
AUM
$91.2M
1-Year Est. Return
7.11%
1 Year Est. Return
+7.11%
AUM
$91.2M
AUM Growth
-$21.2M
(-19%)
Holding
133
Top Buys
| 1 | +$2.28M | |
| 2 | +$1.1M | |
| 3 | +$473K | |
| 4 |
T-Mobile US
TMUS
|
+$440K |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$421K |
Top Sells
| 1 | +$2.12M | |
| 2 | +$1.13M | |
| 3 | +$977K | |
| 4 |
Textron
TXT
|
+$747K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Wells Fargo
WFC
$271B
| – | – |
-2,627
|
|
||
127
Invesco S&P SmallCap Momentum ETF
XSMO
$1.94B
| – | – |
-3,066
|
|
||
|
IJUN
128
Innovator International Developed Power Buffer ETF - June
IJUN
$70.3M
| – | – |
-8,077
|
|
||
|
ZJUL
129
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$160M
| – | – |
-7,836
|
|
||
|
NVBU
130
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$29.9M
| – | – |
-81,011
|
|
||
|
XYZ
131
Block Inc
XYZ
$46.6B
| – | – |
-2,828
|
|
||
132
Eli Lilly
LLY
$725B
| – | – |
-301
|
|