TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
+44.55%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$289M
AUM Growth
+$289M
(+20%)
Cap. Flow
-$42.3M
Cap. Flow
% of AUM
-14.64%
Top 10 Holdings %
Top 10 Hldgs %
63.74%
Holding
99
New
6
Increased
25
Reduced
41
Closed
6
Top Buys
| 1 |
JPMorgan US Quality Factor ETF
JQUA
|
$6.09M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.06M |
| 3 |
Invesco QQQ Trust
QQQ
|
$615K |
| 4 |
Diageo
DEO
|
$576K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$415K |
Top Sells
| 1 |
Affirm
AFRM
|
$44M |
| 2 |
DocuSign
DOCU
|
$1.23M |
| 3 |
Walt Disney
DIS
|
$1.14M |
| 4 |
Unilever
UL
|
$1.1M |
| 5 |
International Flavors & Fragrances
IFF
|
$543K |
Sector Composition
| 1 | Technology | 27.19% |
| 2 | Financials | 10.48% |
| 3 | Communication Services | 3.6% |
| 4 | Healthcare | 2.3% |
| 5 | Consumer Discretionary | 1.35% |
