TPWA
Twin Peaks Wealth Advisors Portfolio holdings
AUM
$309M
1-Year Est. Return
17.93%
1 Year Est. Return
+17.93%
AUM
$220M
AUM Growth
-$16.2M
(-6.9%)
Holding
153
Top Buys
| 1 | +$1.48M | |
| 2 | +$1.42M | |
| 3 | +$1.39M | |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$1.38M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.38M |
Top Sells
| 1 | +$1.68M | |
| 2 | +$1.68M | |
| 3 | +$1.18M | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$1.16M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Vanguard FTSE Developed Markets ETF
VEA
$178B
| – | – |
-4,417
|
|
||
152
Vanguard Dividend Appreciation ETF
VIG
$97.9B
| – | – |
-1,284
|
|
||
|
DXYZ
153
Destiny Tech100
DXYZ
$283M
| – | – |
-3,506
|
|