TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
-28.18%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$358M
AUM Growth
–
Cap. Flow
+$358M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.14%
Holding
87
New
87
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Affirm
AFRM
|
$151M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$39.8M |
| 3 |
Coinbase
COIN
|
$30.6M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$9.19M |
| 5 |
SPDR Gold Trust
GLD
|
$8.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 50.38% |
| 2 | Financials | 9.68% |
| 3 | Communication Services | 2.03% |
| 4 | Industrials | 1.89% |
| 5 | Healthcare | 1.84% |
