BGWM
Bridge Generations Wealth Management Portfolio holdings
AUM
$165M
1 Year Est. Return
–
AUM
$165M
AUM Growth
+$5.62M
(+3.5%)
Holding
153
Top Buys
| 1 | +$929K | |
| 2 | +$812K | |
| 3 | +$704K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$528K |
| 5 |
Dimensional Global ex US Core Fixed Income ETF
DFGX
|
+$372K |
Top Sells
| 1 | +$2.6M | |
| 2 | +$1.07M | |
| 3 | +$808K | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$802K |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$611K |
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 | |
|---|---|---|---|---|---|---|
151
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| – | – |
-88
|
|
||
152
Vanguard Total International Stock ETF
VXUS
$107B
| – | – |
-2,407
|
|
||
153
Solventum
SOLV
$12.5B
| – | – |
-89
|
|