TPWA

Twin Peaks Wealth Advisors Portfolio holdings

AUM $220M
AUM
$220M
AUM Growth
-$16.2M
Cap. Flow
+$4.98M
Cap. Flow %
2.27%
Top 10 Hldgs %
36.76%
Holding
153
New
14
Increased
56
Reduced
67
Closed
13
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-4,417
Closed
$00%0
-1,284
Closed
$00%0
-3,506
Closed