BGWM
Bridge Generations Wealth Management Portfolio holdings
AUM
$174M
1-Year Est. Return
13.43%
This Fund
S&P 500
1 Year Est. Return
+13.43%
AUM
$174M
AUM Growth
+$12.9M
(+8%)
Holding
129
Top Buys
| 1 | +$3.1M | |
| 2 | +$3.02M | |
| 3 | +$2.53M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$1.8M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.57M |
Top Sells
| 1 | +$839K | |
| 2 | +$395K | |
| 3 | +$188K | |
| 4 |
Oracle
ORCL
|
+$178K |
| 5 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$172K |
Sector Composition
| 1 | Technology | 0.61% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
| – | – |
-3,144
|
|
||
127
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
| – | – |
-10
|
|
||
128
Exxon Mobil
XOM
$620B
| – | – |
-9
|
|
||
|
WTPI
129
WisdomTree Equity Premium Income Fund
WTPI
$480M
| – | – |
-12
|
|