BGWM
Bridge Generations Wealth Management Portfolio holdings
AUM
$165M
This Quarter Return
-3.96%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.17%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.1% |
| 2 | Industrials | 0.07% |
| 3 | Financials | 0.06% |
| 4 | Materials | 0.05% |
| 5 | Real Estate | 0.04% |
