BFWM
Bright Futures Wealth Management Portfolio holdings
AUM
$91.2M
1-Year Return
7.11%
This Quarter Return
+0.33%
1 Year Return
+7.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
-$94.7M
(-46%)
Cap. Flow
-$99.8M
Cap. Flow
% of AUM
-88.75%
Top 10 Holdings %
Top 10 Hldgs %
28.84%
Holding
247
New
22
Increased
27
Reduced
70
Closed
122
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$7.32M |
| 2 |
Amazon
AMZN
|
$5.43M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.85M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.71M |
| 5 |
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% |
