TBWA

Three Bridge Wealth Advisors Portfolio holdings

AUM $364M
1-Year Est. Return 27.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.66M
3
+$1.25M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.16M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.11M

Top Sells

1
+$2.71M
2
+$2.63M
3
+$2.23M
4
META icon
Meta Platforms (Facebook)
META
+$1.86M
5
PLTR icon
Palantir
PLTR
+$1.82M

Sector Composition

1 Communication Services 13.03%
2 Financials 7.64%
3 Technology 5.31%
4 Healthcare 2.22%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.65%
4,993
-1,093
27
$2.19M 0.56%
32,862
-153
28
$2.02M 0.52%
55,041
29
$1.99M 0.51%
17,380
-4,104
30
$1.92M 0.5%
20,036
-979
31
$1.9M 0.49%
18,200
32
$1.82M 0.47%
32,761
+7,811
33
$1.8M 0.46%
8,858
-1,186
34
$1.51M 0.39%
8,158
-974
35
$1.36M 0.35%
+714,823
36
$1.33M 0.34%
3,901
-115
37
$1.31M 0.34%
12,997
+128
38
$1.19M 0.31%
1,229
-27
39
$1.03M 0.26%
5,849
+12
40
$965K 0.25%
5,769
-1,663
41
$956K 0.25%
2,800
-1,793
42
$922K 0.24%
1,209
-286
43
$865K 0.22%
10,226
+614
44
$828K 0.21%
16,747
+435
45
$827K 0.21%
9,826
+286
46
$777K 0.2%
3,586
47
$744K 0.19%
1,837
-752
48
$700K 0.18%
12,271
+299
49
$673K 0.17%
4,089
+1
50
$670K 0.17%
10,310
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