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
$204M
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.22M
3
+$2.17M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.05M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.18M

Top Sells

1
+$14M
2
+$1.9M
3
+$1.84M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.45M
5
PRFZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.33%
17,135
-1,624
52
$628K 0.31%
4,851
+65
53
$621K 0.3%
3,729
-318
54
$575K 0.28%
5,260
55
$560K 0.27%
5,177
-539
56
$553K 0.27%
3,845
-338
57
$501K 0.25%
10,000
-1,000
58
$491K 0.24%
2,601
59
$442K 0.22%
4,345
+1,933
60
$413K 0.2%
22,723
-340
61
$411K 0.2%
3,865
+1,635
62
$392K 0.19%
43,221
63
$389K 0.19%
3,660
-1,000
64
$354K 0.17%
5,822
65
$351K 0.17%
23,820
+15
66
$345K 0.17%
11,844
-218
67
$324K 0.16%
8,738
+37
68
$313K 0.15%
1,815
69
$312K 0.15%
650
70
$302K 0.15%
12,496
-2,349
71
$299K 0.15%
550
72
$281K 0.14%
16,276
73
$271K 0.13%
5,462
-571
74
$259K 0.13%
1,852
75
$258K 0.13%
12,315
+12
1 2
3
4