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
$252M
AUM Growth
-$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.49M
3
+$1.14M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.08M

Top Sells

1
+$1.61M
2
+$1.36M
3
+$1.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$745K
5
AAPL icon
Apple
AAPL
+$676K

Sector Composition

1 Financials 12.51%
2 Technology 7.41%
3 Communication Services 6.27%
4 Healthcare 2.24%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$647K 0.26%
8,308
-31
52
$634K 0.25%
5,031
-431
53
$612K 0.24%
5,988
-1,396
54
$564K 0.22%
6,361
-301
55
$562K 0.22%
2,426
-103
56
$547K 0.22%
11,520
-1,602
57
$520K 0.21%
4,081
+1
58
$510K 0.2%
3,095
-501
59
$488K 0.19%
574
60
$476K 0.19%
5,958
+16
61
$455K 0.18%
1,815
62
$449K 0.18%
9,079
-4,597
63
$436K 0.17%
22,498
64
$429K 0.17%
2,339
-1
65
$414K 0.16%
1,852
66
$358K 0.14%
1,531
-49
67
$311K 0.12%
1,540
-500
68
$291K 0.12%
644
69
$284K 0.11%
8,777
-1,762
70
$283K 0.11%
31,372
71
$280K 0.11%
1,238
-416
72
$277K 0.11%
1,820
+30
73
$271K 0.11%
1,056
74
$271K 0.11%
1,115
75
$260K 0.1%
+3,742
1 2
3
4