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
$241M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$775K
3
+$365K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$292K
5
DIS icon
Walt Disney
DIS
+$289K

Top Sells

1
+$1.42M
2
+$1.28M
3
+$649K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$384K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$375K

Sector Composition

1 Technology 26.89%
2 Financials 6.26%
3 Communication Services 4.23%
4 Healthcare 3.11%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.29%
43,221
52
$681K 0.28%
15,573
-1,195
53
$650K 0.27%
13,594
+658
54
$642K 0.27%
9,303
+42
55
$634K 0.26%
4,840
+61
56
$632K 0.26%
8,079
+3,448
57
$606K 0.25%
4,153
-34
58
$514K 0.21%
1,990
-1,114
59
$510K 0.21%
3,011
-44
60
$495K 0.21%
2,331
+5
61
$451K 0.19%
3,551
62
$406K 0.17%
23,920
63
$403K 0.17%
4,234
+154
64
$398K 0.17%
1,852
65
$365K 0.15%
+2,340
66
$355K 0.15%
1,815
67
$324K 0.13%
574
68
$311K 0.13%
10,514
+6
69
$310K 0.13%
18,672
+18
70
$304K 0.13%
601
71
$296K 0.12%
2,040
72
$294K 0.12%
7,839
+71
73
$273K 0.11%
4,980
+2
74
$256K 0.11%
31,372
75
$247K 0.1%
3,045
+92
1 2
3
4