BGWM
Bridge Generations Wealth Management Portfolio holdings
AUM
$162M
1-Year Est. Return
12.45%
This Fund
S&P 500
1 Year Est. Return
+12.45%
AUM
$162M
AUM Growth
+$11M
(+7.3%)
Holding
134
Top Buys
| 1 | +$3.68M | |
| 2 | +$2.61M | |
| 3 | +$1.43M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$1.19M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.16M |
Top Sells
| 1 | +$1.45M | |
| 2 | +$347K | |
| 3 | +$204K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$198K |
| 5 |
ServiceNow
NOW
|
+$188K |
Sector Composition
| 1 | Technology | 0.85% |
| 2 | Financials | 0.11% |
| 3 | Healthcare | 0.08% |
| 4 | Materials | 0.07% |
| 5 | Industrials | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Matthews China Active ETF
MCH
$21.8M
| $283 | ﹤0.01% |
10
|
|
||
127
Automatic Data Processing
ADP
$87.1B
| $258 | ﹤0.01% |
1
|
|
||
128
Mondelez International
MDLZ
$75.3B
| $216 | ﹤0.01% |
4
|
|
||
129
NextEra Energy
NEE
$193B
| $161 | ﹤0.01% |
2
|
|
||
130
American Airlines Group
AAL
$8.23B
| – | – |
-10
|
|
||
131
Archer Aviation
ACHR
$4.93B
| – | – |
-231
|
|
||
132
Eldorado Gold
EGO
$8.29B
| – | – |
-300
|
|
||
133
NetApp
NTAP
$19.6B
| – | – |
-200
|
|
||
134
NVIDIA
NVDA
$4.38T
| – | – |
-400
|
|