TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
+11.68%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(+9.5%)
Cap. Flow
-$1.58M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
59.21%
Holding
97
New
5
Increased
21
Reduced
39
Closed
4
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.3M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.02M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$976K |
| 4 |
Invesco QQQ Trust
QQQ
|
$490K |
| 5 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
$433K |
Top Sells
| 1 |
Affirm
AFRM
|
$3.32M |
| 2 |
Oracle
ORCL
|
$644K |
| 3 |
Starbucks
SBUX
|
$367K |
| 4 |
iShares Select U.S. REIT ETF
ICF
|
$323K |
| 5 |
SPDR Gold Trust
GLD
|
$300K |
Sector Composition
| 1 | Technology | 24.02% |
| 2 | Financials | 6.15% |
| 3 | Healthcare | 3.3% |
| 4 | Communication Services | 3.2% |
| 5 | Industrials | 1.85% |
