TPWA
Twin Peaks Wealth Advisors Portfolio holdings
AUM
$309M
This Quarter Return
+11.4%
1 Year Return
+17.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.24%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.71% |
| 2 | Consumer Discretionary | 5.4% |
| 3 | Communication Services | 5% |
| 4 | Financials | 1.77% |
| 5 | Healthcare | 1.47% |
