TBWA
Three Bridge Wealth Advisors Portfolio holdings
AUM
$380M
This Quarter Return
-2.27%
1 Year Return
+30.39%
3 Year Return
+178.18%
5 Year Return
–
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(+0.62%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
3.95%
Top 10 Holdings %
Top 10 Hldgs %
61.01%
Holding
93
New
–
Increased
45
Reduced
17
Closed
9
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$14.5M |
| 2 |
Novo Nordisk
NVO
|
$784K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$577K |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$484K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$275K |
Top Sells
| 1 |
GitLab
GTLB
|
$2.06M |
| 2 |
RTX Corp
RTX
|
$1.1M |
| 3 |
Palantir
PLTR
|
$822K |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
$475K |
| 5 |
Becton Dickinson
BDX
|
$330K |
Sector Composition
| 1 | Communication Services | 11.81% |
| 2 | Financials | 6.26% |
| 3 | Technology | 6.04% |
| 4 | Healthcare | 2.12% |
| 5 | Consumer Staples | 1.73% |
