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 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
76
$841 ﹤0.01%
+4
77
$818 ﹤0.01%
+28
78
$772 ﹤0.01%
+1
79
$696 ﹤0.01%
+3
80
$609 ﹤0.01%
+21
81
$573 ﹤0.01%
+1
82
$572 ﹤0.01%
+9
83
$568 ﹤0.01%
+23
84
$565 ﹤0.01%
+10
85
$560 ﹤0.01%
+7
86
$454 ﹤0.01%
+11
87
$422 ﹤0.01%
+1
88
$396 ﹤0.01%
+12
89
$378 ﹤0.01%
+4
90
$343 ﹤0.01%
+1
91
$325 ﹤0.01%
+25
92
$318 ﹤0.01%
+9
93
$317 ﹤0.01%
+1
94
$245 ﹤0.01%
+6
95
$221 ﹤0.01%
+10
96
$190 ﹤0.01%
+1
97
$168 ﹤0.01%
+1