BAG

Bridgewealth Advisory Group Portfolio holdings

AUM $431M
1-Year Est. Return 9.73%
This Quarter Est. Return
1 Year Est. Return
+9.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.1M
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$492K
3
+$176K
4
FLXR
TCW Flexible Income ETF
FLXR
+$150K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$130K

Top Sells

1
+$34.2M
2
+$17.1M
3
+$16.9M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$16.5M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$15.2M

Sector Composition

1 Technology 2.17%
2 Energy 1.81%
3 Financials 1.58%
4 Consumer Staples 0.39%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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