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
$196M
AUM Growth
-$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$247K
3
+$195K
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$185K
5
IAU icon
iShares Gold Trust
IAU
+$161K

Top Sells

1
+$2.25M
2
+$666K
3
+$564K
4
AFRM icon
Affirm
AFRM
+$563K
5
DNA icon
Ginkgo Bioworks
DNA
+$239K

Sector Composition

1 Technology 34.23%
2 Financials 6.69%
3 Healthcare 4.18%
4 Communication Services 2.76%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.74%
29,060
-3,500
27
$1.42M 0.72%
4,310
+110
28
$1.39M 0.71%
6,557
-197
29
$1.39M 0.7%
10,210
30
$1.37M 0.7%
31,247
-493
31
$1.34M 0.68%
4,850
+89
32
$1.3M 0.66%
3,349
33
$1.27M 0.65%
25,580
-464
34
$1.18M 0.6%
12,196
-641
35
$1.15M 0.58%
14,112
+505
36
$1.15M 0.58%
13,624
-71
37
$1.12M 0.57%
13,433
+21
38
$1.08M 0.55%
4,031
-66
39
$1.05M 0.53%
18,765
-1,400
40
$1.03M 0.52%
3,989
41
$966K 0.49%
10,554
+1,141
42
$903K 0.46%
5,081
-94
43
$869K 0.44%
20,097
-216
44
$857K 0.44%
3,847
-65
45
$836K 0.43%
10,212
46
$834K 0.42%
3,029
-5
47
$780K 0.4%
19,511
-572
48
$771K 0.39%
4,720
-54
49
$731K 0.37%
12,724
-110
50
$645K 0.33%
17,739
+506
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2
3 4