BFWM
Bright Futures Wealth Management Portfolio holdings
AUM
$91.2M
1-Year Return
7.11%
This Quarter Return
+6.44%
1 Year Return
+7.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$207M
AUM Growth
+$22.6M
(+12%)
Cap. Flow
-$14.7M
Cap. Flow
% of AUM
-7.09%
Top 10 Holdings %
Top 10 Hldgs %
23.35%
Holding
238
New
29
Increased
86
Reduced
95
Closed
13
Top Buys
Top Sells
| 1 |
Broadcom
AVGO
|
$26.3M |
| 2 |
ROBO Global Robotics & Automation Index ETF
ROBO
|
$2.66M |
| 3 |
ASML
ASML
|
$1.77M |
| 4 |
FT Vest Growth-100 Buffer ETF December
QDEC
|
$1.31M |
| 5 |
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% |
