BAG
Bridgewealth Advisory Group Portfolio holdings
AUM
$394M
This Quarter Return
+5.16%
1 Year Return
+9.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$394M
AUM Growth
+$394M
(+418%)
Cap. Flow
+$314M
Cap. Flow
% of AUM
79.77%
Top 10 Holdings %
Top 10 Hldgs %
53.22%
Holding
124
New
74
Increased
47
Reduced
3
Closed
–
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$165K |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$91.8K |
| 3 |
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
|
$36.8K |
Sector Composition
| 1 | Technology | 5.51% |
| 2 | Financials | 4.95% |
| 3 | Consumer Discretionary | 1.61% |
| 4 | Energy | 1.08% |
| 5 | Consumer Staples | 0.89% |
