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
126
$396K 0.21%
+5,915
127
$388K 0.21%
+706
128
$385K 0.21%
+8,751
129
$382K 0.21%
+4,968
130
$381K 0.21%
+2,382
131
$374K 0.2%
+6,076
132
$374K 0.2%
+10,487
133
$361K 0.2%
+8,550
134
$356K 0.19%
+13,283
135
$347K 0.19%
+9,689
136
$345K 0.19%
+3,544
137
$345K 0.19%
+10,667
138
$341K 0.18%
+6,910
139
$336K 0.18%
+10,666
140
$334K 0.18%
+2,012
141
$334K 0.18%
+2,244
142
$328K 0.18%
+13,692
143
$324K 0.18%
+2,910
144
$324K 0.18%
+12,425
145
$321K 0.17%
+11,549
146
$320K 0.17%
+586
147
$319K 0.17%
+7,675
148
$317K 0.17%
+3,215
149
$317K 0.17%
+12,661
150
$312K 0.17%
+4,920
4 5
6
7 8