TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
+0.91%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(-0.56%)
Cap. Flow
+$990K
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
59.67%
Holding
96
New
4
Increased
19
Reduced
48
Closed
5
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.41M |
| 2 |
NVIDIA
NVDA
|
$2.4M |
| 3 |
Roblox
RBLX
|
$1.49M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.14M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$1.12M |
Top Sells
| 1 |
Maplebear
CART
|
$1.61M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.36M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$1.15M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$745K |
| 5 |
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% |
