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
$252M
AUM Growth
-$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.49M
3
+$1.14M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.08M

Top Sells

1
+$1.61M
2
+$1.36M
3
+$1.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$745K
5
AAPL icon
Apple
AAPL
+$676K

Sector Composition

1 Financials 12.51%
2 Technology 7.41%
3 Communication Services 6.27%
4 Healthcare 2.24%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.79%
36,294
-1,351
27
$1.94M 0.77%
4,778
-173
28
$1.85M 0.73%
9,137
+5,345
29
$1.82M 0.72%
36,572
30
$1.81M 0.72%
12,694
-326
31
$1.77M 0.7%
55,041
-50,000
32
$1.75M 0.69%
17,612
-659
33
$1.52M 0.6%
8,958
34
$1.46M 0.58%
18,200
35
$1.34M 0.53%
16,847
-760
36
$1.21M 0.48%
4,172
-163
37
$1.15M 0.46%
23,721
-158
38
$1.09M 0.43%
43,221
39
$1.07M 0.42%
7,329
+1,776
40
$1M 0.4%
2,910
-96
41
$962K 0.38%
14,211
-276
42
$960K 0.38%
1,461
-175
43
$956K 0.38%
3,643
-576
44
$833K 0.33%
11,006
+79
45
$810K 0.32%
16,635
-206
46
$783K 0.31%
5,177
-40
47
$768K 0.3%
1,382
-49
48
$751K 0.3%
2,476
+536
49
$651K 0.26%
3,950
-417
50
$650K 0.26%
11,425
-238
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