BWFM
Bridgewater Wealth & Financial Management Portfolio holdings
AUM
$251M
This Quarter Return
+1.98%
1 Year Return
+19.36%
3 Year Return
+30.93%
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
+$271M
(-2.1%)
Cap. Flow
-$9.09M
Cap. Flow
% of AUM
-3.35%
Top 10 Holdings %
Top 10 Hldgs %
40.18%
Holding
117
New
3
Increased
39
Reduced
48
Closed
4
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.08M |
| 2 |
Sprouts Farmers Market
SFM
|
$1.28M |
| 3 |
United Therapeutics
UTHR
|
$342K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$259K |
| 5 |
Waste Management
WM
|
$219K |
Top Sells
| 1 |
Willis Towers Watson
WTW
|
$7.51M |
| 2 |
McCormick & Company Non-Voting
MKC
|
$2.76M |
| 3 |
Apple
AAPL
|
$418K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$384K |
| 5 |
Exxon Mobil
XOM
|
$323K |
Sector Composition
| 1 | Consumer Staples | 20.34% |
| 2 | Healthcare | 14.73% |
| 3 | Financials | 9.26% |
| 4 | Technology | 8.78% |
| 5 | Consumer Discretionary | 8% |
