TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
+12.28%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+16%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
5.14%
Top 10 Holdings %
Top 10 Hldgs %
59.01%
Holding
94
New
12
Increased
40
Reduced
21
Closed
2
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$1.48M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.01M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$982K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$801K |
Top Sells
| 1 |
Affirm
AFRM
|
$2.14M |
| 2 |
Novo Nordisk
NVO
|
$593K |
| 3 |
Oracle
ORCL
|
$588K |
| 4 |
Coinbase
COIN
|
$527K |
| 5 |
Charles Schwab
SCHW
|
$278K |
Sector Composition
| 1 | Technology | 21.65% |
| 2 | Financials | 6.41% |
| 3 | Healthcare | 3.49% |
| 4 | Communication Services | 3.22% |
| 5 | Consumer Discretionary | 2.27% |
