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
76
$4.16K ﹤0.01%
116
+53
77
$4K ﹤0.01%
+18
78
$3.69K ﹤0.01%
+18
79
$3.5K ﹤0.01%
10
+9
80
$3.18K ﹤0.01%
19
+16
81
$3.09K ﹤0.01%
16
82
$2.63K ﹤0.01%
7
+6
83
$2.57K ﹤0.01%
31
+24
84
$2.2K ﹤0.01%
+6
85
$2.1K ﹤0.01%
+4
86
$2.04K ﹤0.01%
41
-23
87
$1.9K ﹤0.01%
47
+21
88
$1.9K ﹤0.01%
10
89
$1.84K ﹤0.01%
28
90
$1.58K ﹤0.01%
+9
91
$1.56K ﹤0.01%
+5
92
$1.5K ﹤0.01%
+21
93
$1.4K ﹤0.01%
+3
94
$1.36K ﹤0.01%
+5
95
$1.32K ﹤0.01%
+15
96
$1.2K ﹤0.01%
+21
97
$1.18K ﹤0.01%
+26
98
$1.17K ﹤0.01%
20
99
$1.16K ﹤0.01%
+5
100
$1.14K ﹤0.01%
6
2 3
4
5 6