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
101
$1.08K ﹤0.01%
+4
102
$1.07K ﹤0.01%
+9
103
$1.05K ﹤0.01%
+5
104
$1.03K ﹤0.01%
5
105
$1.01K ﹤0.01%
+5
106
$1.01K ﹤0.01%
5
107
$988 ﹤0.01%
5
108
$982 ﹤0.01%
+4
109
$965 ﹤0.01%
10
110
$959 ﹤0.01%
11
111
$946 ﹤0.01%
+1
112
$938 ﹤0.01%
+3
113
$928 ﹤0.01%
+6
114
$880 ﹤0.01%
28
115
$868 ﹤0.01%
23
116
$828 ﹤0.01%
13
117
$826 ﹤0.01%
1
118
$746 ﹤0.01%
4
119
$682 ﹤0.01%
4
+3
120
$671 ﹤0.01%
+10
121
$663 ﹤0.01%
+9
122
$636 ﹤0.01%
+3
123
$588 ﹤0.01%
21
124
$582 ﹤0.01%
23
125
$567 ﹤0.01%
9
3 4
5
6 7