TBWA

Three Bridge Wealth Advisors Portfolio holdings

AUM $364M
1-Year Est. Return 27.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.66M
3
+$1.25M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.16M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.11M

Top Sells

1
+$2.71M
2
+$2.63M
3
+$2.23M
4
META icon
Meta Platforms (Facebook)
META
+$1.86M
5
PLTR icon
Palantir
PLTR
+$1.82M

Sector Composition

1 Communication Services 13.03%
2 Financials 7.64%
3 Technology 5.31%
4 Healthcare 2.22%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
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