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
726
$14.9K ﹤0.01%
+493
727
$14.9K ﹤0.01%
+271
728
$14.9K ﹤0.01%
+174
729
$14.7K ﹤0.01%
+295
730
$14.7K ﹤0.01%
+250
731
$14.7K ﹤0.01%
+63
732
$14.7K ﹤0.01%
+136
733
$14.6K ﹤0.01%
+199
734
$14.6K ﹤0.01%
+328
735
$14.6K ﹤0.01%
+76
736
$14.6K ﹤0.01%
+1,525
737
$14.6K ﹤0.01%
+79
738
$14.6K ﹤0.01%
+147
739
$14.5K ﹤0.01%
+97
740
$14.5K ﹤0.01%
+52
741
$14.5K ﹤0.01%
+244
742
$14.5K ﹤0.01%
+1,000
743
$14.4K ﹤0.01%
+478
744
$14.4K ﹤0.01%
+489
745
$14.3K ﹤0.01%
+610
746
$14.3K ﹤0.01%
+63
747
$14.3K ﹤0.01%
+521
748
$14.3K ﹤0.01%
+694
749
$14.3K ﹤0.01%
+296
750
$14.2K ﹤0.01%
+104