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
(+5.2%)
Cap. Flow
+$8.27M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
75.89%
Holding
151
New
54
Increased
27
Reduced
21
Closed
–
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$9.52M |
| 2 |
JPMorgan Municipal ETF
JMUB
|
+$3.16M |
| 3 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$2.42M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.81M |
| 5 |
ServiceNow
NOW
|
+$1.47M |
Top Sells
Sector Composition
| 1 | Technology | 1.01% |
| 2 | Financials | 0.1% |
| 3 | Industrials | 0.09% |
| 4 | Materials | 0.05% |
| 5 | Real Estate | 0.04% |
