B

Bridgeworth Portfolio holdings

AUM $1.01B
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$8.34M
2 +$7.34M
3 +$6.68M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.58M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$6.54M

Sector Composition

1 Technology 2.83%
2 Financials 2.54%
3 Utilities 2.34%
4 Industrials 1.64%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,488
152
-2,347