BFWM

Bright Futures Wealth Management Portfolio holdings

AUM $128M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$3.11M
3
+$2.93M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.26M
5
NVBU
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
+$2.12M

Top Sells

1
+$7.32M
2
+$5.43M
3
+$4.85M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.71M
5
TSM icon
TSMC
TSM
+$2.47M

Sector Composition

1 Technology 9.71%
2 Financials 7.05%
3 Communication Services 4.85%
4 Consumer Discretionary 4.54%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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