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
BEP icon
851
Brookfield Renewable
BEP
$11.1B
$14.7K ﹤0.01%
+450
NDSN icon
852
Nordson
NDSN
$15.8B
$14.6K ﹤0.01%
+55
REXR icon
853
Rexford Industrial Realty
REXR
$7.69B
$14.6K ﹤0.01%
+446
MATX icon
854
Matsons
MATX
$5.67B
$14.6K ﹤0.01%
+89
XBJA icon
855
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$94.6M
$14.6K ﹤0.01%
+466
LGND icon
856
Ligand Pharmaceuticals
LGND
$4.75B
$14.6K ﹤0.01%
+73
AVA icon
857
Avista
AVA
$3.51B
$14.6K ﹤0.01%
+363
KDP icon
858
Keurig Dr Pepper
KDP
$41.5B
$14.6K ﹤0.01%
+553
SKM icon
859
SK Telecom
SKM
$14.4B
$14.6K ﹤0.01%
+497
NPO icon
860
Enpro
NPO
$6.59B
$14.5K ﹤0.01%
+58
NWBI icon
861
Northwest Bancshares
NWBI
$2.08B
$14.5K ﹤0.01%
+1,145
TKR icon
862
Timken Company
TKR
$9.16B
$14.5K ﹤0.01%
+144
QRVO icon
863
Qorvo
QRVO
$8.65B
$14.5K ﹤0.01%
+187
GLDM icon
864
SPDR Gold MiniShares Trust
GLDM
$29.3B
$14.4K ﹤0.01%
+155
ALRM icon
865
Alarm.com
ALRM
$2.24B
$14.3K ﹤0.01%
+332
FIVA
866
Fidelity International Value Factor ETF
FIVA
$544M
$14.3K ﹤0.01%
+411
BANR icon
867
Banner Corp
BANR
$2.2B
$14.3K ﹤0.01%
+236
EBIZ icon
868
Global X E-commerce ETF
EBIZ
$25.6M
$14.3K ﹤0.01%
+535
SLV icon
869
iShares Silver Trust
SLV
$32.9B
$14.3K ﹤0.01%
+210
WST icon
870
West Pharmaceutical
WST
$22.2B
$14.3K ﹤0.01%
+57
CMS icon
871
CMS Energy
CMS
$22.3B
$14.3K ﹤0.01%
+184
TCOM icon
872
Trip.com Group
TCOM
$30B
$14.2K ﹤0.01%
+286
APA icon
873
APA Corp
APA
$12.9B
$14.2K ﹤0.01%
+334
HL icon
874
Hecla Mining
HL
$9.91B
$14.2K ﹤0.01%
+760
KEY icon
875
KeyCorp
KEY
$23.6B
$14.2K ﹤0.01%
+706