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
176
$284K 0.14%
16,631
+1,789
177
$282K 0.14%
5,820
-3,587
178
$279K 0.13%
11,098
+2,760
179
$278K 0.13%
2,474
180
$278K 0.13%
1,469
181
$273K 0.13%
+1,516
182
$270K 0.13%
1,353
+1
183
$269K 0.13%
685
+11
184
$262K 0.13%
897
-201
185
$261K 0.13%
15,963
+1,818
186
$260K 0.13%
4,626
-165
187
$257K 0.12%
5,083
+7
188
$256K 0.12%
5,634
189
$249K 0.12%
685
190
$248K 0.12%
2,299
-37
191
$244K 0.12%
1,815
+10
192
$239K 0.12%
1,426
-100
193
$238K 0.12%
+1,335
194
$236K 0.11%
+2,200
195
$231K 0.11%
3,504
-86
196
$229K 0.11%
30,696
+20,496
197
$228K 0.11%
+1,032
198
$226K 0.11%
1,108
-33
199
$223K 0.11%
+426
200
$223K 0.11%
3,004
-167
6 7
8
9 10