BGWM

Bridge Generations Wealth Management Portfolio holdings

AUM $165M
This Quarter Return
-0.5%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$7.86M
Cap. Flow
+$8.27M
Cap. Flow %
5.19%
Top 10 Hldgs %
75.89%
Holding
151
New
54
Increased
27
Reduced
21
Closed
–

Top Buys

1
$9.52M
2
$3.16M
3
$2.42M
4
$1.81M
5
$1.47M

Top Sells

1
$12.2M
2
$828K
3
$253K
4
$239K
5
$220K

Sector Composition

1Technology1.01%
2Financials0.1%
3Industrials0.09%
4Materials0.05%
5Real Estate0.04%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.16K﹤0.01% 116
+53
+84%
+$1.9K
$4K﹤0.01%
+18
 New
+$4K
$3.69K﹤0.01%
+18
 New
+$3.69K
$3.51K﹤0.01% 10
+9
+900%
+$3.16K
$3.18K﹤0.01% 19
+16
+533%
+$2.68K
$3.09K﹤0.01% 16––
$2.63K﹤0.01% 7
+6
+600%
+$2.25K
$2.57K﹤0.01% 31
+24
+343%
+$1.99K
$2.2K﹤0.01%
+6
 New
+$2.2K
$2.1K﹤0.01%
+4
 New
+$2.1K
$2.04K﹤0.01% 41
-23
-36%
-$1.14K
$1.9K﹤0.01% 47
+21
+81%
+$851
$1.9K﹤0.01% 10––
$1.84K﹤0.01% 28––
$1.58K﹤0.01%
+9
 New
+$1.58K
$1.56K﹤0.01%
+5
 New
+$1.56K
$1.51K﹤0.01%
+21
 New
+$1.51K
$1.4K﹤0.01%
+3
 New
+$1.4K
$1.36K﹤0.01%
+5
 New
+$1.36K
$1.32K﹤0.01%
+15
 New
+$1.32K
$1.2K﹤0.01%
+21
 New
+$1.2K
$1.18K﹤0.01%
+26
 New
+$1.18K
$1.17K﹤0.01% 20––
$1.16K﹤0.01%
+5
 New
+$1.16K
$1.14K﹤0.01% 6––
1 234567