BWFM

Bridgewater Wealth & Financial Management Portfolio holdings

AUM $251M
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.55M
3
+$448K
4
MD icon
Pediatrix Medical
MD
+$444K
5
ITC
ITC HOLDINGS CORP
ITC
+$328K

Top Sells

1
+$1.64M
2
+$618K
3
+$420K
4
EQR icon
Equity Residential
EQR
+$212K
5
ESRX
Express Scripts Holding Company
ESRX
+$195K

Sector Composition

1 Consumer Discretionary 17.83%
2 Healthcare 14.77%
3 Consumer Staples 13.22%
4 Technology 7.78%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.09%
4,308
77
$194K 0.08%
10,000
78
– –
-9,465
79
– –
-2,720
1 2 3
4