TPWA
Twin Peaks Wealth Advisors Portfolio holdings
AUM
$309M
This Quarter Return
+5.45%
1 Year Return
+17.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$217M
AUM Growth
+$217M
(+8.2%)
Cap. Flow
+$9.15M
Cap. Flow
% of AUM
4.22%
Top 10 Holdings %
Top 10 Hldgs %
39.62%
Holding
140
New
12
Increased
63
Reduced
48
Closed
9
Top Buys
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$2.34M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$2.22M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$1.23M |
| 4 |
Doximity
DOCS
|
$872K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$838K |
Top Sells
Sector Composition
| 1 | Technology | 14.13% |
| 2 | Communication Services | 6.34% |
| 3 | Consumer Discretionary | 3.95% |
| 4 | Financials | 1.65% |
| 5 | Healthcare | 1.62% |
