TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
+5.5%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
+$271M
(+7.4%)
Cap. Flow
+$7.85M
Cap. Flow
% of AUM
2.9%
Top 10 Holdings %
Top 10 Hldgs %
59.85%
Holding
93
New
2
Increased
42
Reduced
17
Closed
6
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.1M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$1.62M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.54M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.18M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$943K |
Top Sells
Sector Composition
| 1 | Financials | 9.67% |
| 2 | Technology | 7.34% |
| 3 | Communication Services | 6.53% |
| 4 | Healthcare | 2.07% |
| 5 | Consumer Staples | 2.03% |
