TPWA

Twin Peaks Wealth Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,274
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.78M
3
+$2.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.4M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.37M

Top Sells

1
+$5.42M
2
+$1.97M
3
+$914K
4
TSLA icon
Tesla
TSLA
+$846K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$626K

Sector Composition

1 Technology 13.76%
2 Communication Services 6.18%
3 Consumer Discretionary 3.98%
4 Financials 3.14%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$32.2K 0.01%
+737
452
$32K 0.01%
+522
453
$32K 0.01%
+408
454
$31.9K 0.01%
+225
455
$31.9K 0.01%
+367
456
$31.6K 0.01%
+51
457
$31.6K 0.01%
+1,286
458
$31.6K 0.01%
+56
459
$31.6K 0.01%
+565
460
$31.5K 0.01%
+952
461
$31.3K 0.01%
+646
462
$31.2K 0.01%
+422
463
$31.1K 0.01%
+539
464
$31.1K 0.01%
+176
465
$31K 0.01%
+656
466
$31K 0.01%
+794
467
$30.9K 0.01%
+907
468
$30.8K 0.01%
+317
469
$30.7K 0.01%
+118
470
$30.5K 0.01%
+408
471
$30.2K 0.01%
+276
472
$29.9K 0.01%
+1,258
473
$29.7K 0.01%
+189
474
$29.7K 0.01%
+113
475
$29.7K 0.01%
+315
17 18
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