BAG
Bridgewealth Advisory Group Portfolio holdings
AUM
$394M
1-Year Est. Return
9.56%
1 Year Est. Return
+9.56%
AUM
$131M
AUM Growth
+$49.1M
(+60%)
Holding
84
Top Buys
| 1 | +$10.3M | |
| 2 | +$6.7M | |
| 3 | +$4.45M | |
| 4 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
+$4M |
| 5 |
Capital Group Short Duration Income ETF
CGSD
|
+$3.4M |
Top Sells
| 1 | +$337K | |
| 2 | +$309K | |
| 3 | +$226K | |
| 4 |
Blackstone Mortgage Trust
BXMT
|
+$214K |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$214K |
Sector Composition
| 1 | Financials | 10.82% |
| 2 | Technology | 4.56% |
| 3 | Energy | 2.5% |
| 4 | Communication Services | 0.88% |
| 5 | Consumer Discretionary | 0.69% |