BGWM

Bridge Generations Wealth Management Portfolio holdings

AUM $151M
1-Year Est. Return 6.54%
This Quarter Est. Return
1 Year Est. Return
+6.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$3.16M
3
+$2.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.81M
5
NOW icon
ServiceNow
NOW
+$1.47M

Top Sells

1
+$12.2M
2
+$828K
3
+$253K
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$239K
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$220K

Sector Composition

1 Technology 1.01%
2 Financials 0.1%
3 Industrials 0.09%
4 Materials 0.05%
5 Real Estate 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$398K 0.25%
6,262
-914
27
$383K 0.24%
10,977
-182
28
$364K 0.23%
7,103
-657
29
$358K 0.22%
10,624
-129
30
$292K 0.18%
4,961
31
$152K 0.1%
3,609
-43
32
$150K 0.09%
2,407
+2,372
33
$143K 0.09%
7,375
-1,348
34
$127K 0.08%
+2,440
35
$127K 0.08%
911
+11
36
$87.4K 0.05%
1,000
37
$85.7K 0.05%
712
38
$68.1K 0.04%
2,867
39
$65.4K 0.04%
+890
40
$65K 0.04%
+1,304
41
$62K 0.04%
1,402
42
$60.6K 0.04%
1,015
43
$56.3K 0.04%
188
44
$52.7K 0.03%
+359
45
$39.1K 0.02%
+500
46
$37.5K 0.02%
250
47
$35.1K 0.02%
1,592
+1,122
48
$31.9K 0.02%
68
49
$31.2K 0.02%
+1,110
50
$28.8K 0.02%
166
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