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
101
$378K 0.17%
8,678
+59
102
$366K 0.17%
21,334
-1,663
103
$366K 0.17%
12,217
-6,624
104
$354K 0.16%
523
+24
105
$331K 0.15%
+12,031
106
$328K 0.15%
2,114
-161
107
$320K 0.15%
914
+122
108
$319K 0.15%
3,395
+2
109
$315K 0.14%
4,495
+395
110
$314K 0.14%
1,005
-128
111
$314K 0.14%
5,684
+206
112
$294K 0.13%
3,498
-182
113
$279K 0.13%
341
-12
114
$264K 0.12%
+1,720
115
$264K 0.12%
510
+41
116
$256K 0.12%
5,105
+950
117
$249K 0.11%
1,857
+371
118
$245K 0.11%
10,769
-50,789
119
$242K 0.11%
7,819
+1,448
120
$240K 0.11%
678
-6
121
$237K 0.11%
3,030
-140
122
$236K 0.11%
465
+51
123
$235K 0.11%
10,106
124
$231K 0.11%
1,575
-31
125
$229K 0.1%
1,433
-1
3 4
5
6 7