TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
-26.74%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(-43%)
Cap. Flow
-$12.7M
Cap. Flow
% of AUM
-6.22%
Top 10 Holdings %
Top 10 Hldgs %
63.3%
Holding
91
New
4
Increased
22
Reduced
39
Closed
8
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$2.28M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$2.22M |
| 3 |
Ginkgo Bioworks
DNA
|
$2.17M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.05M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$1.18M |
Top Sells
| 1 |
Affirm
AFRM
|
$14M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.9M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.84M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$1.45M |
| 5 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
$964K |
Sector Composition
| 1 | Technology | 33.47% |
| 2 | Financials | 5.18% |
| 3 | Healthcare | 3.89% |
| 4 | Communication Services | 2.93% |
| 5 | Industrials | 2.67% |
