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
76
$841 ﹤0.01%
+4
77
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78
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79
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80
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+21
81
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+1
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+9
83
$568 ﹤0.01%
+23
84
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+10
85
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+7
86
$454 ﹤0.01%
+11
87
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+1
88
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+1
91
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92
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+9
93
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+1
94
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95
$221 ﹤0.01%
+10
96
$190 ﹤0.01%
+1
97
$168 ﹤0.01%
+1
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4