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
676
$16.3K 0.01%
+177
677
$16.3K 0.01%
+144
678
$16.3K 0.01%
+170
679
$16.3K 0.01%
+777
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$16.3K 0.01%
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$16.2K 0.01%
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$16.2K 0.01%
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683
$16.2K 0.01%
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684
$16.2K 0.01%
+171
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$16.2K 0.01%
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686
$16.2K 0.01%
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$16.1K 0.01%
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$16K 0.01%
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$15.9K 0.01%
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700
$15.8K 0.01%
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