TPWA

Twin Peaks Wealth Advisors Portfolio holdings

AUM $309M
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
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 +$6.09M
2 +$2.19M
3 +$967K
4
TSLA icon
Tesla
TSLA
+$957K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$633K

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
MFC icon
726
Manulife Financial
MFC
$55.5B
$14.9K ﹤0.01%
+493
EQH icon
727
Equitable Holdings
EQH
$14.4B
$14.9K ﹤0.01%
+271
JTEK icon
728
JPMorgan US Tech Leaders ETF
JTEK
$2.77B
$14.9K ﹤0.01%
+174
GLOF icon
729
iShares Global Equity Factor ETF
GLOF
$159M
$14.7K ﹤0.01%
+295
ERJ icon
730
Embraer
ERJ
$12.2B
$14.7K ﹤0.01%
+250
GRMN icon
731
Garmin
GRMN
$47.2B
$14.7K ﹤0.01%
+63
CALM icon
732
Cal-Maine
CALM
$4.32B
$14.7K ﹤0.01%
+136
MC icon
733
Moelis & Co
MC
$5.34B
$14.6K ﹤0.01%
+199
EXC icon
734
Exelon
EXC
$48.1B
$14.6K ﹤0.01%
+328
BMI icon
735
Badger Meter
BMI
$5.44B
$14.6K ﹤0.01%
+76
HLN icon
736
Haleon
HLN
$40.6B
$14.6K ﹤0.01%
+1,525
HWKN icon
737
Hawkins
HWKN
$3.44B
$14.6K ﹤0.01%
+79
LOGI icon
738
Logitech
LOGI
$16.7B
$14.6K ﹤0.01%
+147
DORM icon
739
Dorman Products
DORM
$4.15B
$14.5K ﹤0.01%
+97
BURL icon
740
Burlington
BURL
$17.3B
$14.5K ﹤0.01%
+52
TCOM icon
741
Trip.com Group
TCOM
$47.4B
$14.5K ﹤0.01%
+244
FTRI icon
742
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$105M
$14.5K ﹤0.01%
+1,000
DD icon
743
DuPont de Nemours
DD
$34.5B
$14.4K ﹤0.01%
+200
CWEN icon
744
Clearway Energy Class C
CWEN
$3.76B
$14.4K ﹤0.01%
+489
B
745
Barrick Mining
B
$54.3B
$14.3K ﹤0.01%
+610
NPO icon
746
Enpro
NPO
$4.77B
$14.3K ﹤0.01%
+63
ALKS icon
747
Alkermes
ALKS
$5.11B
$14.3K ﹤0.01%
+521
KN icon
748
Knowles
KN
$2B
$14.3K ﹤0.01%
+694
EFAX icon
749
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$414M
$14.3K ﹤0.01%
+296
WMS icon
750
Advanced Drainage Systems
WMS
$10.9B
$14.2K ﹤0.01%
+104