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
$358M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$39.8M
3
+$30.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.19M
5
GLD icon
SPDR Gold Trust
GLD
+$8.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 50.38%
2 Financials 9.68%
3 Communication Services 2.03%
4 Industrials 1.89%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.08%
+3,335
77
$277K 0.08%
+1,610
78
$262K 0.07%
+2,682
79
$258K 0.07%
+2,412
80
$251K 0.07%
+1,182
81
$250K 0.07%
+3,997
82
$244K 0.07%
+2,230
83
$216K 0.06%
+2,119
84
$214K 0.06%
+513
85
$206K 0.06%
+790
86
$116K 0.03%
+17,000
87
$78K 0.02%
+10,000
1 2 3
4