BGWM
Bridge Generations Wealth Management Portfolio holdings
AUM
$165M
This Quarter Return
+6.28%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(+3.5%)
Cap. Flow
-$4.1M
Cap. Flow
% of AUM
-2.49%
Top 10 Holdings %
Top 10 Hldgs %
74.55%
Holding
153
New
2
Increased
9
Reduced
17
Closed
26
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| – | – |
-88
| Closed | -$14.1K |
|
152
Vanguard Total International Stock ETF
VXUS
$102B
| – | – |
-2,407
| Closed | -$150K |
|
153
Solventum
SOLV
$12.7B
| – | – |
-89
| Closed | -$6.77K |
|