BGWM

Bridge Generations Wealth Management Portfolio holdings

AUM $162M
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
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 +$9.37M
2 +$3.18M
3 +$2.44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.92M
5
NOW icon
ServiceNow
NOW
+$1.78M

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
151
$142 ﹤0.01%
+2