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
51
$14.8K 0.01%
100
52
$13.7K 0.01%
22
53
$10.9K 0.01%
398
-392
54
$5.24K ﹤0.01%
19
55
$4.47K ﹤0.01%
100
56
$3.69K ﹤0.01%
18
57
$3.63K ﹤0.01%
16
58
$3.56K ﹤0.01%
18
59
$3.55K ﹤0.01%
10
60
$3.48K ﹤0.01%
7
61
$2.79K ﹤0.01%
31
62
$2.64K ﹤0.01%
108
-1,484
63
$2.54K ﹤0.01%
53
-103
64
$2.2K ﹤0.01%
6
65
$2.19K ﹤0.01%
10
66
$2.04K ﹤0.01%
28
67
$2.01K ﹤0.01%
41
68
$1.78K ﹤0.01%
5
69
$1.68K ﹤0.01%
9
70
$1.5K ﹤0.01%
5
71
$1.49K ﹤0.01%
21
72
$1.47K ﹤0.01%
15
73
$1.41K ﹤0.01%
3
74
$1.28K ﹤0.01%
4
75
$1.27K ﹤0.01%
10
1 2
3
4 5