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
126
$558 ﹤0.01%
+5
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$548 ﹤0.01%
10
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$386 ﹤0.01%
4
137
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9
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146
$306 ﹤0.01%
+1
147
$272 ﹤0.01%
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148
$244 ﹤0.01%
10
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$233 ﹤0.01%
6
150
$155 ﹤0.01%
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7