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
$236M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.65M
2 +$1.53M
3 +$457K
4
PEP icon
PepsiCo
PEP
+$437K
5
ITC
ITC HOLDINGS CORP
ITC
+$303K

Top Sells

1 +$1.67M
2 +$611K
3 +$420K
4
EQR icon
Equity Residential
EQR
+$212K
5
ESRX
Express Scripts Holding Company
ESRX
+$199K

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
-2,720
79
-9,465