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
151
$340K 0.16%
14,889
+1,451
152
$337K 0.16%
7,829
+30
153
$336K 0.16%
4,425
-10
154
$336K 0.16%
13,514
-56
155
$335K 0.16%
7,675
156
$332K 0.16%
2,862
-68
157
$331K 0.16%
2,180
-64
158
$331K 0.16%
1,989
+92
159
$326K 0.16%
6,252
+343
160
$323K 0.16%
16,167
+1,248
161
$320K 0.15%
12,549
+246
162
$317K 0.15%
3,504
-98
163
$316K 0.15%
+7,167
164
$310K 0.15%
533
-109
165
$310K 0.15%
5,235
+524
166
$309K 0.15%
+579
167
$303K 0.15%
10,637
-735
168
$302K 0.15%
4,126
-632
169
$297K 0.14%
8,639
+143
170
$297K 0.14%
11,625
+42
171
$295K 0.14%
3,296
+936
172
$292K 0.14%
+6,833
173
$290K 0.14%
3,165
-50
174
$290K 0.14%
4,249
+237
175
$288K 0.14%
591
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7
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