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
$286M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$3.83M
3
+$1.51M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.43M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.05M

Top Sells

1
+$12.4M
2
+$2.83M
3
+$756K
4
CSCO icon
Cisco
CSCO
+$602K
5
BIIB icon
Biogen
BIIB
+$474K

Sector Composition

1 Financials 8.13%
2 Technology 7.88%
3 Communication Services 7.12%
4 Healthcare 1.97%
5 Consumer Staples 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$667K 0.23%
5,247
-136
52
$652K 0.23%
6,277
-118
53
$621K 0.22%
1,396
+9
54
$569K 0.2%
4,085
+2
55
$535K 0.19%
3,490
+324
56
$526K 0.18%
574
57
$499K 0.17%
31,372
58
$492K 0.17%
6,131
+59
59
$490K 0.17%
1,815
60
$489K 0.17%
2,040
+500
61
$484K 0.17%
6,407
-37,488
62
$478K 0.17%
1,852
63
$475K 0.17%
+8,291
64
$466K 0.16%
+603
65
$460K 0.16%
2,351
66
$440K 0.15%
2,624
+413
67
$417K 0.15%
22,527
+21
68
$381K 0.13%
2,000
+800
69
$369K 0.13%
644
70
$330K 0.12%
3,695
+240
71
$330K 0.12%
1,453
-78
72
$321K 0.11%
7,300
+1,900
73
$299K 0.1%
1,820
74
$298K 0.1%
15,030
+937
75
$293K 0.1%
+27,615
1 2
3
4