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
626
$18.7K 0.01%
+66
627
$18.7K 0.01%
+361
628
$18.7K 0.01%
+560
629
$18.6K 0.01%
+169
630
$18.6K 0.01%
+338
631
$18.6K 0.01%
+254
632
$18.5K 0.01%
+60
633
$18.5K 0.01%
+516
634
$18.4K 0.01%
+498
635
$18.3K 0.01%
+528
636
$18.3K 0.01%
+432
637
$18.2K 0.01%
+139
638
$18.1K 0.01%
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639
$18K 0.01%
+369
640
$18K 0.01%
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641
$18K 0.01%
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642
$18K 0.01%
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643
$18K 0.01%
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644
$18K 0.01%
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645
$17.8K 0.01%
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646
$17.8K 0.01%
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647
$17.8K 0.01%
+542
648
$17.8K 0.01%
+217
649
$17.7K 0.01%
+118
650
$17.6K 0.01%
+201
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