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
51
$27.6K 0.02%
1,169
+738
52
$22.3K 0.01%
387
-538
53
$20.1K 0.01%
280
54
$19.3K 0.01%
790
+395
55
$19K 0.01%
+389
56
$17.6K 0.01%
+212
57
$16.7K 0.01%
463
+248
58
$15.8K 0.01%
160
59
$15.8K 0.01%
1,554
-123
60
$15.7K 0.01%
100
61
$15.4K 0.01%
563
+346
62
$14.1K 0.01%
88
63
$13.4K 0.01%
283
64
$12.4K 0.01%
22
65
$11.7K 0.01%
129
66
$10.7K 0.01%
540
+266
67
$7.66K ﹤0.01%
327
+164
68
$7.41K ﹤0.01%
156
+103
69
$7.29K ﹤0.01%
201
+107
70
$7.26K ﹤0.01%
236
+115
71
$6.77K ﹤0.01%
+89
72
$5.21K ﹤0.01%
100
73
$4.88K ﹤0.01%
227
+138
74
$4.72K ﹤0.01%
+80
75
$4.31K ﹤0.01%
156
+77
1 2
3
4 5