TPWA

Twin Peaks Wealth Advisors Portfolio holdings

AUM $397M
1-Year Est. Return 23.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,369
New
Increased
Reduced
Closed

Top Buys

1 +$5.55M
2 +$5.22M
3 +$3.79M
4
NVDA icon
NVIDIA
NVDA
+$3.74M
5
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$3.53M

Sector Composition

1 Technology 13.08%
2 Communication Services 4.67%
3 Consumer Discretionary 3.46%
4 Financials 2.82%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NKE icon
726
Nike
NKE
$63.6B
$19.7K 0.01%
+374
DVN icon
727
Devon Energy
DVN
$51.1B
$19.7K 0.01%
+392
DY icon
728
Dycom Industries
DY
$14B
$19.7K ﹤0.01%
+58
GWW icon
729
W.W. Grainger
GWW
$61.4B
$19.6K ﹤0.01%
+18
CRPT icon
730
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$94.2M
$19.6K ﹤0.01%
+1,686
RNR icon
731
RenaissanceRe
RNR
$12.3B
$19.6K ﹤0.01%
+66
FDRR icon
732
Fidelity Dividend ETF for Rising Rates
FDRR
$718M
$19.6K ﹤0.01%
+333
FE icon
733
FirstEnergy
FE
$26.9B
$19.6K ﹤0.01%
+386
EPRT icon
734
Essential Properties Realty Trust
EPRT
$6.55B
$19.6K ﹤0.01%
+644
XLI icon
735
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$19.5K ﹤0.01%
+121
GLD icon
736
SPDR Gold Trust
GLD
$143B
$19.4K ﹤0.01%
+45
DOV icon
737
Dover
DOV
$28.9B
$19.4K ﹤0.01%
+93
EIX icon
738
Edison International
EIX
$28.2B
$19.2K ﹤0.01%
+263
FSLR icon
739
First Solar
FSLR
$30B
$19.2K ﹤0.01%
+98
CVNA icon
740
Carvana
CVNA
$47.6B
$19.2K ﹤0.01%
+305
BRO icon
741
Brown & Brown
BRO
$20B
$19.1K ﹤0.01%
+293
ATI icon
742
ATI
ATI
$24.2B
$19.1K ﹤0.01%
+131
VTIP icon
743
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.9B
$19K ﹤0.01%
+380
MPLX icon
744
MPLX
MPLX
$57.3B
$18.9K ﹤0.01%
+332
IGF icon
745
iShares Global Infrastructure ETF
IGF
$10.5B
$18.9K ﹤0.01%
+282
NFG icon
746
National Fuel Gas
NFG
$7.36B
$18.9K ﹤0.01%
+201
FELC icon
747
Fidelity Enhanced Large Cap Core ETF
FELC
$7.54B
$18.8K ﹤0.01%
+519
FYC icon
748
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.11B
$18.8K ﹤0.01%
+194
BWXT icon
749
BWX Technologies
BWXT
$17B
$18.8K ﹤0.01%
+92
EVR icon
750
Evercore
EVR
$13.1B
$18.8K ﹤0.01%
+63