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
76
$1.25K ﹤0.01%
4
77
$1.24K ﹤0.01%
20
78
$1.19K ﹤0.01%
21
79
$1.19K ﹤0.01%
5
80
$1.17K ﹤0.01%
6
81
$1.16K ﹤0.01%
4
82
$1.15K ﹤0.01%
5
83
$1.13K ﹤0.01%
26
84
$1.13K ﹤0.01%
5
85
$1.09K ﹤0.01%
10
86
$1.09K ﹤0.01%
10
87
$1K ﹤0.01%
11
88
$1K ﹤0.01%
23
89
$990 ﹤0.01%
1
90
$971 ﹤0.01%
9
91
$929 ﹤0.01%
5
92
$925 ﹤0.01%
6
93
$912 ﹤0.01%
13
94
$877 ﹤0.01%
3
95
$834 ﹤0.01%
4
96
$780 ﹤0.01%
1
97
$708 ﹤0.01%
1
98
$699 ﹤0.01%
3
99
$694 ﹤0.01%
10
100
$681 ﹤0.01%
9
2 3
4
5 6