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 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
501
$26.7K 0.01%
+356
502
$26.6K 0.01%
+260
503
$26.6K 0.01%
+455
504
$26.6K 0.01%
+53
505
$26.5K 0.01%
+1,299
506
$26.5K 0.01%
+876
507
$26.3K 0.01%
+304
508
$26.3K 0.01%
+2,186
509
$26.1K 0.01%
+393
510
$26K 0.01%
+174
511
$26K 0.01%
+233
512
$25.7K 0.01%
+462
513
$25.7K 0.01%
+88
514
$25.7K 0.01%
+28
515
$25.6K 0.01%
+125
516
$25.6K 0.01%
+300
517
$25.6K 0.01%
+597
518
$25.6K 0.01%
+319
519
$25.5K 0.01%
+66
520
$25.4K 0.01%
+335
521
$25.4K 0.01%
+665
522
$25.4K 0.01%
+283
523
$25.4K 0.01%
+547
524
$25.2K 0.01%
+211
525
$25.2K 0.01%
+379