BAG
Bridgewealth Advisory Group Portfolio holdings
AUM
$394M
This Quarter Return
-1.06%
1 Year Return
+9.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$81.4M
AUM Growth
+$81.4M
(+32%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
25.44%
Top 10 Holdings %
Top 10 Hldgs %
63.7%
Holding
68
New
10
Increased
29
Reduced
12
Closed
5
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$9.58M |
| 2 |
PIMCO Ultra Short Government Active ETF
BILZ
|
$2.53M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.14M |
| 4 |
Capital Group Growth ETF
CGGR
|
$1.1M |
| 5 |
Vanguard Growth ETF
VUG
|
$811K |
Top Sells
Sector Composition
| 1 | Financials | 15.84% |
| 2 | Technology | 5.81% |
| 3 | Energy | 4.24% |
| 4 | Consumer Discretionary | 0.91% |
| 5 | Communication Services | 0.84% |
