TBWA

Three Bridge Wealth Advisors Portfolio holdings

AUM $364M
1-Year Est. Return 27.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.66M
3
+$1.25M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.16M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.11M

Top Sells

1
+$2.71M
2
+$2.63M
3
+$2.23M
4
META icon
Meta Platforms (Facebook)
META
+$1.86M
5
PLTR icon
Palantir
PLTR
+$1.82M

Sector Composition

1 Communication Services 13.03%
2 Financials 7.64%
3 Technology 5.31%
4 Healthcare 2.22%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$668K 0.17%
5,022
-1,353
52
$667K 0.17%
2,704
-419
53
$643K 0.17%
2,040
-944
54
$621K 0.16%
1,396
-1,057
55
$619K 0.16%
24,065
+13
56
$596K 0.15%
6,246
+124
57
$559K 0.14%
24,002
58
$544K 0.14%
3,870
+68
59
$541K 0.14%
3,523
-652
60
$503K 0.13%
543
-395
61
$472K 0.12%
1,936
-1,819
62
$458K 0.12%
671
-83
63
$446K 0.11%
1,852
-165
64
$440K 0.11%
37,615
65
$405K 0.1%
4,254
66
$394K 0.1%
1,198
+178
67
$367K 0.09%
+4,464
68
$322K 0.08%
1,820
69
$317K 0.08%
14,722
+161
70
$305K 0.08%
4,629
71
$289K 0.07%
1,314
-6,686
72
$288K 0.07%
12,440
+682
73
$277K 0.07%
2,338
-8
74
$262K 0.07%
2,810
-703
75
$262K 0.07%
962
-382
1 2
3
4 5