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
101
$638 ﹤0.01%
4
102
$637 ﹤0.01%
23
103
$606 ﹤0.01%
5
104
$605 ﹤0.01%
9
105
$551 ﹤0.01%
10
106
$523 ﹤0.01%
3
107
$510 ﹤0.01%
1
108
$508 ﹤0.01%
9
109
$475 ﹤0.01%
6
110
$468 ﹤0.01%
3
111
$465 ﹤0.01%
11
112
$443 ﹤0.01%
2
113
$430 ﹤0.01%
3
114
$423 ﹤0.01%
4
115
$385 ﹤0.01%
12
116
$379 ﹤0.01%
6
117
$371 ﹤0.01%
3
118
$367 ﹤0.01%
2
119
$326 ﹤0.01%
25
120
$316 ﹤0.01%
3
121
$309 ﹤0.01%
1
122
$306 ﹤0.01%
2
123
$270 ﹤0.01%
4
124
$245 ﹤0.01%
10
125
$231 ﹤0.01%
6
3 4
5
6 7