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
176
$238K 0.13%
+2,354
177
$231K 0.13%
+680
178
$231K 0.13%
+14,842
179
$229K 0.12%
+671
180
$229K 0.12%
+3,587
181
$228K 0.12%
+2,336
182
$228K 0.12%
+413
183
$226K 0.12%
+1,493
184
$224K 0.12%
+7,533
185
$220K 0.12%
+5,268
186
$218K 0.12%
+5,075
187
$218K 0.12%
+5,352
188
$218K 0.12%
+1,098
189
$214K 0.12%
+10,170
190
$212K 0.11%
+5,343
191
$211K 0.11%
+24,752
192
$210K 0.11%
+2,021
193
$210K 0.11%
+4,800
194
$209K 0.11%
+2,200
195
$208K 0.11%
+19,294
196
$208K 0.11%
+6,873
197
$207K 0.11%
+11,049
198
$205K 0.11%
+9,328
199
$203K 0.11%
+1,930
200
$199K 0.11%
+10,925
5 6 7
8
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