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
76
$548K 0.25%
2,352
-8
77
$537K 0.24%
1,599
+31
78
$535K 0.24%
1,017
+515
79
$522K 0.24%
14,330
-729
80
$511K 0.23%
5,750
-530
81
$506K 0.23%
5,144
-1,379
82
$485K 0.22%
8,821
-14,956
83
$476K 0.22%
4,162
+265
84
$470K 0.21%
8,890
+1,675
85
$463K 0.21%
24,511
+403
86
$461K 0.21%
9,975
+2,242
87
$457K 0.21%
11,421
+2,454
88
$456K 0.21%
10,014
+2,154
89
$455K 0.21%
466
+4
90
$454K 0.21%
2,568
-24
91
$454K 0.21%
5,600
-72
92
$437K 0.2%
1,658
-246
93
$434K 0.2%
4,555
+323
94
$432K 0.2%
3,463
-676
95
$427K 0.19%
4,708
-625
96
$423K 0.19%
+4,322
97
$399K 0.18%
917
+41
98
$390K 0.18%
4,411
-171
99
$378K 0.17%
2,155
-23
100
$378K 0.17%
2,246
+139
2 3
4
5 6