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
$207M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.99M
3
+$1.46M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.3M
5
SAUG icon
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
+$1.11M

Top Sells

1
+$26.3M
2
+$2.66M
3
+$1.77M
4
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$1.31M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$956K

Sector Composition

1 Technology 14.88%
2 Financials 7.05%
3 Consumer Discretionary 5.17%
4 Communication Services 4.97%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$452K 0.22%
2,833
127
$450K 0.22%
1,550
-95
128
$441K 0.21%
2,327
-66
129
$440K 0.21%
3,399
+843
130
$432K 0.21%
5,657
-258
131
$411K 0.2%
1,068
132
$411K 0.2%
6,369
+296
133
$408K 0.2%
31,111
-3,338
134
$405K 0.2%
7,970
+3,189
135
$397K 0.19%
4,233
+485
136
$388K 0.19%
14,094
-301
137
$384K 0.19%
7,952
-892
138
$380K 0.18%
17,236
+6,254
139
$377K 0.18%
11,240
+510
140
$370K 0.18%
+13,770
141
$368K 0.18%
+5,789
142
$367K 0.18%
9,797
-690
143
$366K 0.18%
3,554
-85
144
$361K 0.17%
10,814
+148
145
$357K 0.17%
8,114
146
$353K 0.17%
10,017
-7,476
147
$351K 0.17%
2,791
-3,752
148
$348K 0.17%
7,900
-1,265
149
$347K 0.17%
695
-9
150
$345K 0.17%
6,832
-192
4 5
6
7 8