BAG
Bridgewealth Advisory Group Portfolio holdings
AUM
$431M
1-Year Est. Return
9.73%
1 Year Est. Return
+9.73%
AUM
$431M
AUM Growth
+$37.5M
(+9.5%)
Holding
128
Top Buys
| 1 | +$7.07M | |
| 2 | +$1.98M | |
| 3 | +$1.33M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.31M |
| 5 |
Capital Group Core Equity ETF
CGUS
|
+$1.09M |
Top Sells
| 1 | +$791K | |
| 2 | +$591K | |
| 3 | +$334K | |
| 4 |
Apple
AAPL
|
+$322K |
| 5 |
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
|
+$227K |
Sector Composition
| 1 | Technology | 5.55% |
| 2 | Financials | 4.8% |
| 3 | Consumer Discretionary | 1.89% |
| 4 | Energy | 1.04% |
| 5 | Consumer Staples | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$952M
| – | – |
-4,527
|
|
||
127
Palo Alto Networks
PANW
$133B
| – | – |
-986
|
|
||
128
QuantumScape
QS
$7.69B
| – | – |
-10,200
|
|