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
51
$6.43K ﹤0.01%
+217
52
$5.08K ﹤0.01%
+274
53
$4.82K ﹤0.01%
+100
54
$4.21K ﹤0.01%
+163
55
$3.5K ﹤0.01%
+121
56
$3.37K ﹤0.01%
+16
57
$3.23K ﹤0.01%
+94
58
$3.21K ﹤0.01%
+64
59
$2.48K ﹤0.01%
+53
60
$2.19K ﹤0.01%
+10
61
$2.16K ﹤0.01%
+63
62
$2.12K ﹤0.01%
+79
63
$2.09K ﹤0.01%
+35
64
$1.93K ﹤0.01%
+28
65
$1.87K ﹤0.01%
+89
66
$1.25K ﹤0.01%
+20
67
$1.16K ﹤0.01%
+5
68
$1.15K ﹤0.01%
+6
69
$1.12K ﹤0.01%
+5
70
$1.06K ﹤0.01%
+5
71
$1.06K ﹤0.01%
+11
72
$1.03K ﹤0.01%
+26
73
$969 ﹤0.01%
+10
74
$930 ﹤0.01%
+23
75
$873 ﹤0.01%
+13
1 2
3
4