TPWA
Twin Peaks Wealth Advisors Portfolio holdings
AUM
$309M
This Quarter Return
+4.47%
1 Year Return
+17.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+11%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
9.36%
Top 10 Holdings %
Top 10 Hldgs %
39.29%
Holding
137
New
11
Increased
63
Reduced
44
Closed
9
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.58M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$1.97M |
| 3 |
Broadcom
AVGO
|
$1.51M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.23M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.22M |
Top Sells
Sector Composition
| 1 | Technology | 15.8% |
| 2 | Communication Services | 6.47% |
| 3 | Consumer Discretionary | 4.13% |
| 4 | Financials | 1.74% |
| 5 | Healthcare | 0.98% |
