BGWM

Bridge Generations Wealth Management Portfolio holdings

AUM $165M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$21M
3
+$20.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$10M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$9.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.1%
2 Industrials 0.07%
3 Financials 0.06%
4 Materials 0.05%
5 Real Estate 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$150K 0.1%
+900
27
$148K 0.1%
+3,652
28
$100K 0.07%
+1,000
29
$83.1K 0.05%
+712
30
$70.4K 0.05%
+1,402
31
$70K 0.05%
+1,463
32
$66.7K 0.04%
+2,867
33
$66K 0.04%
+1,015
34
$56.3K 0.04%
+188
35
$51.2K 0.03%
+925
36
$38K 0.03%
+250
37
$34.8K 0.02%
+68
38
$29.1K 0.02%
+166
39
$19.7K 0.01%
+280
40
$17.8K 0.01%
+160
41
$17K 0.01%
+1,677
42
$14.2K 0.01%
+88
43
$13.7K 0.01%
+283
44
$13.4K 0.01%
+100
45
$13K 0.01%
+22
46
$11.5K 0.01%
+129
47
$10.9K 0.01%
+470
48
$10.2K 0.01%
+431
49
$9.1K 0.01%
+395
50
$7.13K ﹤0.01%
+215
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