BAG

Bridgewealth Advisory Group Portfolio holdings

AUM $394M
1-Year Est. Return 9.56%
This Quarter Est. Return
1 Year Est. Return
+9.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$8.42M
2 +$5.7M
3 +$5.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.58M
5
VTV icon
Vanguard Value ETF
VTV
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Financials 24.11%
2 Technology 6.21%
3 Energy 6.09%
4 Real Estate 2.34%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$165K 0.32%
+13,911
52
$102K 0.2%
+23,184
53
$99.3K 0.19%
+16,747
54
$73.8K 0.14%
+30,012
55
$6.69K 0.01%
+1,350