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
51
$1.04M 0.48%
51,020
+812
52
$1.02M 0.46%
19,819
+1,365
53
$1.01M 0.46%
1,735
-25
54
$994K 0.45%
5,270
-636
55
$955K 0.44%
1,607
+1,008
56
$953K 0.43%
15,746
+4,478
57
$937K 0.43%
51,549
-2,379
58
$873K 0.4%
3,547
+202
59
$862K 0.39%
+25,045
60
$815K 0.37%
13,358
-6,146
61
$792K 0.36%
4,428
+27
62
$787K 0.36%
19,148
-1,564
63
$786K 0.36%
18,276
-1,153
64
$724K 0.33%
7,410
-700
65
$719K 0.33%
21,052
-4,667
66
$717K 0.33%
15,002
-5,038
67
$680K 0.31%
9,183
+238
68
$672K 0.31%
2,758
69
$653K 0.3%
943
-10
70
$637K 0.29%
8,771
-5,699
71
$634K 0.29%
25,581
-1,037
72
$629K 0.29%
8,761
+5,073
73
$627K 0.29%
828
+46
74
$607K 0.28%
10,083
+5,511
75
$556K 0.25%
1,415
+812
1 2
3
4 5