TBWA

Three Bridge Wealth Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 34.28%
This Quarter Est. Return
1 Year Est. Return
+34.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$39.8M
3
+$30.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.19M
5
GLD icon
SPDR Gold Trust
GLD
+$8.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 50.38%
2 Financials 9.68%
3 Communication Services 2.03%
4 Industrials 1.89%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.45%
+22,020
27
$1.61M 0.45%
+3,349
28
$1.6M 0.45%
+3,855
29
$1.53M 0.43%
+27,382
30
$1.49M 0.42%
+11,022
31
$1.48M 0.41%
+13,272
32
$1.41M 0.39%
+3,097
33
$1.38M 0.39%
+30,373
34
$1.34M 0.38%
+26,535
35
$1.27M 0.36%
+9,646
36
$1.27M 0.35%
+13,922
37
$1.18M 0.33%
+13,200
38
$1.18M 0.33%
+5,318
39
$1.16M 0.32%
+3,875
40
$1.15M 0.32%
+20,677
41
$1.12M 0.31%
+3,318
42
$1.07M 0.3%
+22,327
43
$1.06M 0.3%
+4,104
44
$1.06M 0.3%
+10,212
45
$934K 0.26%
+3,365
46
$904K 0.25%
+5,101
47
$881K 0.25%
+4,182
48
$865K 0.24%
+18,759
49
$760K 0.21%
+4,660
50
$735K 0.21%
+5,260
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