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
$286M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$3.83M
3
+$1.51M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.43M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.05M

Top Sells

1
+$12.4M
2
+$2.83M
3
+$756K
4
CSCO icon
Cisco
CSCO
+$602K
5
BIIB icon
Biogen
BIIB
+$474K

Sector Composition

1 Financials 8.13%
2 Technology 7.88%
3 Communication Services 7.12%
4 Healthcare 1.97%
5 Consumer Staples 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.81%
20,800
-1,278
27
$2.28M 0.8%
55,041
28
$2.25M 0.79%
19,403
-845
29
$2.17M 0.76%
4,787
-31
30
$2.06M 0.72%
36,572
31
$1.97M 0.69%
34,740
+198
32
$1.63M 0.57%
2,592
+1,131
33
$1.61M 0.56%
8,858
-100
34
$1.6M 0.56%
18,200
35
$1.41M 0.5%
17,547
-548
36
$1.34M 0.47%
13,292
-1,523
37
$1.18M 0.41%
3,718
+159
38
$1.16M 0.41%
8,011
+359
39
$1.15M 0.4%
24,099
+345
40
$1.08M 0.38%
12,558
+150
41
$1.07M 0.37%
4,061
-23
42
$962K 0.34%
5,947
+218
43
$884K 0.31%
9,762
-81
44
$873K 0.31%
2,482
-2
45
$853K 0.3%
17,392
+174
46
$838K 0.29%
14,638
+898
47
$821K 0.29%
10,806
-597
48
$769K 0.27%
8,422
-225
49
$741K 0.26%
1,904
-570
50
$695K 0.24%
+1,003
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