TPWA

Twin Peaks Wealth Advisors Portfolio holdings

AUM $293M
1-Year Est. Return 23.99%
This Quarter Est. Return
1 Year Est. Return
+23.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.42M
3
+$1.39M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.38M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.38M

Top Sells

1
+$1.68M
2
+$1.68M
3
+$1.18M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.16M
5
DOCS icon
Doximity
DOCS
+$1.07M

Sector Composition

1 Technology 13.51%
2 Communication Services 5.84%
3 Consumer Discretionary 3.76%
4 Financials 2.09%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.02%
42,797
+14,635
27
$1.9M 0.87%
11,988
-467
28
$1.89M 0.86%
40,318
-7,536
29
$1.89M 0.86%
13,794
+1,886
30
$1.84M 0.84%
33,911
-2,276
31
$1.76M 0.8%
31,801
-3,252
32
$1.76M 0.8%
38,714
-21,825
33
$1.65M 0.75%
4,696
+3,915
34
$1.58M 0.72%
2,994
+62
35
$1.55M 0.71%
3,141
+357
36
$1.52M 0.69%
9,712
-649
37
$1.52M 0.69%
15,607
+2,459
38
$1.48M 0.67%
+5,652
39
$1.46M 0.67%
15,816
-3,862
40
$1.46M 0.66%
7,332
+1,151
41
$1.42M 0.65%
+7,991
42
$1.38M 0.63%
+13,695
43
$1.37M 0.62%
25,127
+261
44
$1.33M 0.61%
15,272
-2,781
45
$1.31M 0.6%
21,463
+11,111
46
$1.27M 0.58%
20,019
+5,758
47
$1.23M 0.56%
27,343
-4,661
48
$1.16M 0.53%
11,892
-630
49
$1.12M 0.51%
4,412
-377
50
$1.05M 0.48%
5,037
-716
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