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
$380M
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.42M
3
+$2.59M
4
NVDA icon
NVIDIA
NVDA
+$2.39M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$2.33M

Top Sells

1
+$1.44M
2
+$1.39M
3
+$644K
4
RTX icon
RTX Corp
RTX
+$534K
5
ORCL icon
Oracle
ORCL
+$479K

Sector Composition

1 Communication Services 13.14%
2 Financials 9.17%
3 Technology 8.09%
4 Healthcare 2.38%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.07T
$2.96M 0.78%
6,086
+1,287
DIS icon
27
Walt Disney
DIS
$206B
$2.68M 0.7%
21,484
-532
CART icon
28
Maplebear
CART
$10.3B
$2.49M 0.66%
55,041
UL icon
29
Unilever
UL
$150B
$2.27M 0.6%
37,142
+1,680
PANW icon
30
Palo Alto Networks
PANW
$148B
$2.06M 0.54%
10,044
+1,186
MDT icon
31
Medtronic
MDT
$122B
$1.85M 0.49%
21,015
+2,472
PLTR icon
32
Palantir
PLTR
$455B
$1.82M 0.48%
13,319
-10,162
AMZN icon
33
Amazon
AMZN
$2.66T
$1.76M 0.46%
8,000
+6,720
SPYG icon
34
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.5B
$1.73M 0.46%
18,200
NVO icon
35
Novo Nordisk
NVO
$218B
$1.72M 0.45%
24,950
+1,285
V icon
36
Visa
V
$654B
$1.63M 0.43%
4,593
+899
JNJ icon
37
Johnson & Johnson
JNJ
$467B
$1.39M 0.37%
9,132
+1,206
MINT icon
38
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$1.29M 0.34%
12,869
-613
GD icon
39
General Dynamics
GD
$95.2B
$1.17M 0.31%
4,016
+55
LLY icon
40
Eli Lilly
LLY
$885B
$1.17M 0.31%
1,495
+889
RTX icon
41
RTX Corp
RTX
$240B
$1.09M 0.29%
7,432
-3,659
AVGO icon
42
Broadcom
AVGO
$1.66T
$1.01M 0.27%
+3,667
ASML icon
43
ASML
ASML
$397B
$1.01M 0.27%
1,256
+59
VOE icon
44
Vanguard Mid-Cap Value ETF
VOE
$19.3B
$965K 0.25%
5,837
-124
HD icon
45
Home Depot
HD
$373B
$949K 0.25%
2,589
+712
ACN icon
46
Accenture
ACN
$150B
$933K 0.25%
3,123
+622
COST icon
47
Costco
COST
$405B
$929K 0.24%
938
+364
SBUX icon
48
Starbucks
SBUX
$98.3B
$881K 0.23%
9,612
+984
JPM icon
49
JPMorgan Chase
JPM
$859B
$865K 0.23%
2,984
+944
BNDX icon
50
Vanguard Total International Bond ETF
BNDX
$69.6B
$808K 0.21%
16,312
-1,154
1
2
3 4 5