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
576
$21.7K 0.01%
+204
577
$21.6K 0.01%
+320
578
$21.4K 0.01%
+361
579
$21.4K 0.01%
+282
580
$21.4K 0.01%
+467
581
$21.4K 0.01%
+206
582
$21.4K 0.01%
+975
583
$21.1K 0.01%
+110
584
$21.1K 0.01%
+193
585
$21.1K 0.01%
+257
586
$21K 0.01%
+830
587
$21K 0.01%
+486
588
$21K 0.01%
+165
589
$20.9K 0.01%
+393
590
$20.9K 0.01%
+976
591
$20.9K 0.01%
+117
592
$20.9K 0.01%
+266
593
$20.9K 0.01%
+32
594
$20.8K 0.01%
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595
$20.8K 0.01%
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596
$20.7K 0.01%
+500
597
$20.7K 0.01%
+490
598
$20.7K 0.01%
+161
599
$20.6K 0.01%
+319
600
$20.6K 0.01%
+1,828
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