TPWA
Twin Peaks Wealth Advisors Portfolio holdings
AUM
$309M
1-Year Return
17.93%
This Quarter Return
+11.75%
1 Year Return
+17.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$309M
AUM Growth
+$89.3M
(+41%)
Cap. Flow
+$50.5M
Cap. Flow
% of AUM
16.37%
Top 10 Holdings %
Top 10 Hldgs %
29.42%
Holding
2,274
New
2,131
Increased
72
Reduced
64
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 13.76% |
| 2 | Communication Services | 6.18% |
| 3 | Consumer Discretionary | 3.98% |
| 4 | Financials | 3.14% |
| 5 | Healthcare | 2.05% |
