BFWM
Bright Futures Wealth Management Portfolio holdings
AUM
$91.2M
1-Year Return
7.11%
This Quarter Return
+2.32%
1 Year Return
+7.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
-$427K
(-0.23%)
Cap. Flow
-$11M
Cap. Flow
% of AUM
-5.97%
Top 10 Holdings %
Top 10 Hldgs %
24.43%
Holding
218
New
11
Increased
93
Reduced
60
Closed
9
Top Buys
| 1 |
Broadcom
AVGO
|
$2.19M |
| 2 |
Kraft Heinz
KHC
|
$918K |
| 3 |
T. Rowe Price US Equity Research ETF
TSPA
|
$884K |
| 4 |
Realty Income
O
|
$648K |
| 5 |
SPDR Dow Jones REIT ETF
RWR
|
$624K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$15M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$2.19M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$714K |
| 4 |
Albemarle
ALB
|
$714K |
| 5 |
ServiceNow
NOW
|
$523K |
Sector Composition
| 1 | Technology | 14.9% |
| 2 | Financials | 7.04% |
| 3 | Consumer Discretionary | 5.01% |
| 4 | Healthcare | 4.89% |
| 5 | Communication Services | 4.73% |
