BGWM

Bridge Generations Wealth Management Portfolio holdings

AUM $162M
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$752K
3
+$661K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$517K
5
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$368K

Top Sells

1
+$2.42M
2
+$1.01M
3
+$762K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$761K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$572K

Sector Composition

1 Technology 1.18%
2 Financials 0.1%
3 Industrials 0.07%
4 Materials 0.06%
5 Real Estate 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$503K 0.3%
9,420
+6,980
27
$455K 0.28%
6,262
28
$433K 0.26%
10,976
-1
29
$357K 0.22%
7,103
30
$315K 0.19%
4,961
31
$283K 0.17%
+2,750
32
$199K 0.12%
911
33
$188K 0.11%
+3,144
34
$186K 0.11%
4,884
-5,740
35
$151K 0.09%
3,609
36
$150K 0.09%
7,375
37
$103K 0.06%
1,000
38
$92.2K 0.06%
712
39
$67.7K 0.04%
1,304
40
$67.3K 0.04%
2,867
41
$64.7K 0.04%
1,015
42
$60.4K 0.04%
1,402
43
$55.2K 0.03%
188
44
$37.5K 0.02%
68
45
$33K 0.02%
250
46
$32.7K 0.02%
1,110
47
$22.5K 0.01%
280
48
$21.7K 0.01%
387
49
$19.9K 0.01%
160
50
$16.3K 0.01%
1,554
1
2
3 4 5