TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
+4.11%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(+2%)
Cap. Flow
+$7.26M
Cap. Flow
% of AUM
3.01%
Top 10 Holdings %
Top 10 Hldgs %
60.6%
Holding
95
New
2
Increased
41
Reduced
24
Closed
2
Top Buys
| 1 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
$5.38M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.06M |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$1.55M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$775K |
| 5 |
Novo Nordisk
NVO
|
$684K |
Top Sells
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.42M |
| 2 |
Affirm
AFRM
|
$1.28M |
| 3 |
Cognizant
CTSH
|
$649K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$384K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$375K |
Sector Composition
| 1 | Technology | 26.89% |
| 2 | Financials | 6.26% |
| 3 | Communication Services | 4.23% |
| 4 | Healthcare | 3.11% |
| 5 | Industrials | 1.78% |
