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
$187M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$5.18M
3
+$2.98M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.75M
5
IAU icon
iShares Gold Trust
IAU
+$1.21M

Top Sells

1
+$2.53M
2
+$1.4M
3
+$1.4M
4
INTU icon
Intuit
INTU
+$1.01M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$744K

Sector Composition

1 Technology 23.2%
2 Financials 4.49%
3 Healthcare 3.94%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.8%
4,739
-111
27
$1.41M 0.76%
12,059
-1,374
28
$1.41M 0.76%
20,845
29
$1.32M 0.71%
14,961
-1,954
30
$1.3M 0.7%
5,248
-1,309
31
$1.24M 0.67%
18,900
+135
32
$1.22M 0.65%
12,258
-1,366
33
$1.08M 0.58%
21,494
-9,753
34
$1.07M 0.58%
12,361
-7,854
35
$1.07M 0.57%
11,611
-585
36
$1.01M 0.54%
8,360
-1,850
37
$965K 0.52%
3,795
-52
38
$939K 0.5%
19,782
-315
39
$908K 0.49%
19,062
-449
40
$904K 0.48%
3,387
-602
41
$902K 0.48%
3,257
-774
42
$856K 0.46%
8,102
-2,452
43
$820K 0.44%
4,641
-79
44
$799K 0.43%
19,243
+1,469
45
$749K 0.4%
9,548
-4,564
46
$734K 0.39%
3,523
-1,558
47
$657K 0.35%
9,412
-800
48
$647K 0.35%
4,787
-210
49
$634K 0.34%
15,106
-2,633
50
$624K 0.33%
1,855
-1,174
1
2
3 4