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
$252M
AUM Growth
-$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.49M
3
+$1.14M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.08M

Top Sells

1
+$1.61M
2
+$1.36M
3
+$1.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$745K
5
AAPL icon
Apple
AAPL
+$676K

Sector Composition

1 Financials 12.51%
2 Technology 7.41%
3 Communication Services 6.27%
4 Healthcare 2.24%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.1%
12,838
-158
77
$255K 0.1%
+9,336
78
$247K 0.1%
3,855
79
$246K 0.1%
10,919
+127
80
$241K 0.1%
+4,511
81
$241K 0.1%
11,463
82
$227K 0.09%
2,560
83
$220K 0.09%
1,200
-4,060
84
$215K 0.09%
2,805
+23
85
$215K 0.09%
2,919
86
$215K 0.09%
5,400
-1,900
87
$208K 0.08%
376
-225
88
$204K 0.08%
6,231
89
$201K 0.08%
+2,341
90
$138K 0.05%
30,970
91
$16.6K 0.01%
10,000
92
– –
-14,178
93
– –
-2,329
94
– –
-3,805
95
– –
-3,412
96
– –
-3,380
1 2 3
4