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
$187M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$5.18M
3
+$2.98M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.75M
5
IAU icon
iShares Gold Trust
IAU
+$1.21M

Top Sells

1
+$2.53M
2
+$1.4M
3
+$1.4M
4
INTU icon
Intuit
INTU
+$1.01M
5
MINT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.31%
10,255
-2,469
52
$559K 0.3%
3,688
-33
53
$508K 0.27%
2,655
54
$467K 0.25%
5,260
55
$434K 0.23%
2,389
-39
56
$409K 0.22%
4,217
-218
57
$345K 0.18%
626
+76
58
$344K 0.18%
3,433
-1,634
59
$339K 0.18%
19,224
-4,596
60
$328K 0.18%
11,082
-1,308
61
$319K 0.17%
5,822
62
$316K 0.17%
1,815
63
$316K 0.17%
21,159
-2,679
64
$310K 0.17%
1,852
65
$291K 0.16%
747
-2,602
66
$287K 0.15%
8,053
-908
67
$285K 0.15%
3,380
-280
68
$278K 0.15%
3,335
69
$277K 0.15%
43,221
70
$274K 0.15%
+4,891
71
$262K 0.14%
574
-76
72
$254K 0.14%
2,386
+16
73
$251K 0.13%
1,808
74
$250K 0.13%
13,379
+2,438
75
$247K 0.13%
5,216
-74
1 2
3
4