BWFM

Bridgewater Wealth & Financial Management Portfolio holdings

AUM $251M
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$5.69M
3
+$2.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.82M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.72M

Top Sells

1
+$7.63M
2
+$6.69M
3
+$5.74M
4
EBAY icon
eBay
EBAY
+$2.81M
5
UAA icon
Under Armour
UAA
+$2.7M

Sector Composition

1 Healthcare 15.52%
2 Consumer Staples 15.37%
3 Consumer Discretionary 14.29%
4 Financials 12.73%
5 Technology 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06M 1.68%
45,087
+1,923
27
$3.57M 1.48%
66,389
+3,452
28
$2.79M 1.15%
40,088
+2,471
29
$2.75M 1.14%
+88,704
30
$2.21M 0.92%
90,379
-114,791
31
$2.09M 0.87%
30,863
+69
32
$1.83M 0.76%
53,965
+263
33
$1.42M 0.59%
7,356
-1,494
34
$1.35M 0.56%
54,027
35
$1.33M 0.55%
14,305
+1,638
36
$1.33M 0.55%
19,333
+47
37
$1.31M 0.54%
+12,877
38
$1.2M 0.5%
+6,277
39
$1.12M 0.46%
78,314
-19,449
40
$1.09M 0.45%
23,939
41
$1.07M 0.44%
35,858
+801
42
$1.04M 0.43%
+6,402
43
$982K 0.41%
27,930
-90
44
$949K 0.39%
38,708
+750
45
$863K 0.36%
11,539
+400
46
$769K 0.32%
4,285
47
$767K 0.32%
7,945
+421
48
$724K 0.3%
10,623
+37
49
$676K 0.28%
12,057
+1,499
50
$637K 0.26%
4,888
+80
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