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
$241M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$775K
3
+$365K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$292K
5
DIS icon
Walt Disney
DIS
+$289K

Top Sells

1
+$1.42M
2
+$1.28M
3
+$649K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$384K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$375K

Sector Composition

1 Technology 26.89%
2 Financials 6.26%
3 Communication Services 4.23%
4 Healthcare 3.11%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.7%
34,045
+4,963
27
$1.65M 0.69%
22,944
+3,908
28
$1.51M 0.63%
20,845
29
$1.44M 0.6%
4,767
-65
30
$1.39M 0.58%
15,328
-296
31
$1.38M 0.57%
2,712
-107
32
$1.36M 0.57%
17,262
+3,202
33
$1.23M 0.51%
29,382
34
$1.21M 0.5%
12,604
+1,645
35
$1.19M 0.5%
3,888
+41
36
$1.16M 0.48%
16,848
-2,052
37
$1.11M 0.46%
4,827
+58
38
$1.1M 0.46%
9,412
39
$1.1M 0.46%
4,975
+61
40
$1.09M 0.45%
6,968
+334
41
$1.08M 0.45%
18,200
42
$1.07M 0.45%
24,683
+1,799
43
$940K 0.39%
21,620
44
$920K 0.38%
17,262
-846
45
$901K 0.37%
10,383
-716
46
$861K 0.36%
9,432
+42
47
$836K 0.35%
1,636
48
$828K 0.34%
3,220
-28
49
$825K 0.34%
15,351
-2,275
50
$694K 0.29%
5,260
1
2
3 4