TPWA
Twin Peaks Wealth Advisors Portfolio holdings
AUM
$309M
This Quarter Return
+3.73%
1 Year Return
+17.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(+8.7%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
5.75%
Top 10 Holdings %
Top 10 Hldgs %
37.76%
Holding
146
New
15
Increased
78
Reduced
40
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$1.53M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.28M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$975K |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
$806K |
Top Sells
Sector Composition
| 1 | Technology | 14.66% |
| 2 | Communication Services | 6.12% |
| 3 | Consumer Discretionary | 4.67% |
| 4 | Financials | 1.91% |
| 5 | Healthcare | 1.65% |
