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
STBA icon
801
S&T Bancorp
STBA
$1.64B
$16.6K ﹤0.01%
+397
ACIW icon
802
ACI Worldwide
ACIW
$4.35B
$16.5K ﹤0.01%
+402
ZTS icon
803
Zoetis
ZTS
$33.3B
$16.3K ﹤0.01%
+138
UCB
804
United Community Banks
UCB
$3.99B
$16.3K ﹤0.01%
+518
IMO icon
805
Imperial Oil
IMO
$58.9B
$16.2K ﹤0.01%
+124
BGLD icon
806
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
$49.8M
$16.2K ﹤0.01%
+942
IONS icon
807
Ionis Pharmaceuticals
IONS
$12.3B
$16.1K ﹤0.01%
+215
CHRW icon
808
C.H. Robinson
CHRW
$21.7B
$16.1K ﹤0.01%
+97
AX icon
809
Axos Financial
AX
$5B
$16K ﹤0.01%
+188
KVUE icon
810
Kenvue
KVUE
$34B
$15.9K ﹤0.01%
+924
RGA icon
811
Reinsurance Group of America
RGA
$13.4B
$15.9K ﹤0.01%
+78
EXPD icon
812
Expeditors International
EXPD
$21B
$15.9K ﹤0.01%
+111
CINF icon
813
Cincinnati Financial
CINF
$25.6B
$15.9K ﹤0.01%
+101
CRH icon
814
CRH
CRH
$70.2B
$15.9K ﹤0.01%
+151
NU icon
815
Nu Holdings
NU
$58.2B
$15.8K ﹤0.01%
+1,097
RKT icon
816
Rocket Companies
RKT
$35.8B
$15.7K ﹤0.01%
+1,103
IWO icon
817
iShares Russell 2000 Growth ETF
IWO
$14.1B
$15.7K ﹤0.01%
+50
CHCO icon
818
City Holding Co
CHCO
$1.79B
$15.7K ﹤0.01%
+131
VHT icon
819
Vanguard Health Care ETF
VHT
$16.8B
$15.6K ﹤0.01%
+57
TSN icon
820
Tyson Foods
TSN
$20.7B
$15.6K ﹤0.01%
+243
GPI icon
821
Group 1 Automotive
GPI
$3.7B
$15.5K ﹤0.01%
+47
VSAT icon
822
Viasat
VSAT
$9.17B
$15.5K ﹤0.01%
+339
BIP icon
823
Brookfield Infrastructure Partners
BIP
$17.8B
$15.5K ﹤0.01%
+429
AROC icon
824
Archrock
AROC
$5.99B
$15.5K ﹤0.01%
+444
TSCO icon
825
Tractor Supply
TSCO
$15.6B
$15.4K ﹤0.01%
+341