TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
+4.13%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+5.4%)
Cap. Flow
+$4.56M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
58.42%
Holding
97
New
10
Increased
43
Reduced
20
Closed
4
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.17M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.83M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.51M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$1.43M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.05M |
Top Sells
| 1 |
Coinbase
COIN
|
$12.4M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.83M |
| 3 |
Palantir
PLTR
|
$756K |
| 4 |
Cisco
CSCO
|
$602K |
| 5 |
Biogen
BIIB
|
$474K |
Sector Composition
| 1 | Financials | 8.13% |
| 2 | Technology | 7.88% |
| 3 | Communication Services | 7.12% |
| 4 | Healthcare | 1.97% |
| 5 | Consumer Staples | 1.84% |
