BAG
Bridgewealth Advisory Group Portfolio holdings
AUM
$453M
1-Year Est. Return
10.31%
This Fund
S&P 500
1 Year Est. Return
+10.31%
AUM
$431M
AUM Growth
+$37.5M
(+9.5%)
Holding
128
Top Buys
| 1 | +$7.06M | |
| 2 | +$1.96M | |
| 3 | +$1.33M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.28M |
| 5 |
Capital Group Core Equity ETF
CGUS
|
+$1.06M |
Top Sells
| 1 | +$790K | |
| 2 | +$590K | |
| 3 | +$331K | |
| 4 |
Apple
AAPL
|
+$286K |
| 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
Palo Alto Networks
PANW
$130B
| – | – |
-986
|
|
||
127
QuantumScape Corp
QS
$3.8B
| – | – |
-10,200
|
|
||
|
128
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.05B
| – | – |
-4,527
|
|