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 Buys

1
+$2.98M
2
+$2.78M
3
+$2.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.4M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.37M

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
826
$12.2K ﹤0.01%
+269
827
$12.2K ﹤0.01%
+239
828
$12.1K ﹤0.01%
+91
829
$12.1K ﹤0.01%
+22
830
$12.1K ﹤0.01%
+68
831
$12.1K ﹤0.01%
+115
832
$12.1K ﹤0.01%
+81
833
$12.1K ﹤0.01%
+63
834
$12.1K ﹤0.01%
+137
835
$12K ﹤0.01%
+1,072
836
$12K ﹤0.01%
+122
837
$12K ﹤0.01%
+819
838
$12K ﹤0.01%
+121
839
$12K ﹤0.01%
+41
840
$12K ﹤0.01%
+143
841
$12K ﹤0.01%
+505
842
$12K ﹤0.01%
+109
843
$11.9K ﹤0.01%
+84
844
$11.9K ﹤0.01%
+177
845
$11.9K ﹤0.01%
+204
846
$11.9K ﹤0.01%
+562
847
$11.9K ﹤0.01%
+183
848
$11.8K ﹤0.01%
+245
849
$11.8K ﹤0.01%
+78
850
$11.8K ﹤0.01%
+568
32 33
34
35 36