TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
-1.31%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(-5.1%)
Cap. Flow
+$8.36M
Cap. Flow
% of AUM
4.48%
Top 10 Holdings %
Top 10 Hldgs %
60.1%
Holding
87
New
4
Increased
18
Reduced
46
Closed
5
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.48M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$5.18M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$2.98M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$2.75M |
| 5 |
iShares Gold Trust
IAU
|
$1.21M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.53M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$1.4M |
| 3 |
SPDR Gold Trust
GLD
|
$1.4M |
| 4 |
Intuit
INTU
|
$1.01M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$744K |
Sector Composition
| 1 | Technology | 23.2% |
| 2 | Financials | 4.49% |
| 3 | Healthcare | 3.94% |
| 4 | Industrials | 2.59% |
| 5 | Consumer Discretionary | 2.36% |
