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
EPD icon
876
Enterprise Products Partners
EPD
$81.8B
$14.2K ﹤0.01%
+374
BR icon
877
Broadridge
BR
$17.5B
$14.1K ﹤0.01%
+87
MTCH icon
878
Match Group
MTCH
$8.03B
$14.1K ﹤0.01%
+460
BEN icon
879
Franklin Resources
BEN
$16.3B
$14.1K ﹤0.01%
+598
CPRT icon
880
Copart
CPRT
$28.7B
$14.1K ﹤0.01%
+425
EPAM icon
881
EPAM Systems
EPAM
$5.12B
$14.1K ﹤0.01%
+104
HST icon
882
Host Hotels & Resorts
HST
$16.9B
$14.1K ﹤0.01%
+734
SPXC icon
883
SPX Corp
SPXC
$11.4B
$14K ﹤0.01%
+70
RDN icon
884
Radian Group
RDN
$4.49B
$14K ﹤0.01%
+423
CARR icon
885
Carrier Global
CARR
$55.8B
$14K ﹤0.01%
+248
AXIA
886
AXIA Energia
AXIA
$22B
$14K ﹤0.01%
+1,238
TDG icon
887
TransDigm Group
TDG
$69.3B
$13.9K ﹤0.01%
+12
HPQ icon
888
HP
HPQ
$23.4B
$13.8K ﹤0.01%
+720
ENPH icon
889
Enphase Energy
ENPH
$7.39B
$13.8K ﹤0.01%
+365
LSTR icon
890
Landstar System
LSTR
$7.4B
$13.8K ﹤0.01%
+86
AGO icon
891
Assured Guaranty
AGO
$3.35B
$13.8K ﹤0.01%
+169
GDX icon
892
VanEck Gold Miners ETF
GDX
$24B
$13.8K ﹤0.01%
+150
BOOT icon
893
Boot Barn
BOOT
$5.09B
$13.8K ﹤0.01%
+94
ARR
894
Armour Residential REIT
ARR
$2.12B
$13.7K ﹤0.01%
+824
HDB icon
895
HDFC Bank
HDB
$120B
$13.7K ﹤0.01%
+551
GLOF icon
896
iShares Global Equity Factor ETF
GLOF
$207M
$13.7K ﹤0.01%
+263
LECO icon
897
Lincoln Electric
LECO
$14.4B
$13.7K ﹤0.01%
+55
PJFM icon
898
PGIM Jennison Focused Mid-Cap ETF
PJFM
$17.1M
$13.7K ﹤0.01%
+223
LDOS icon
899
Leidos
LDOS
$15.7B
$13.7K ﹤0.01%
+88
CRL icon
900
Charles River Laboratories
CRL
$8.73B
$13.6K ﹤0.01%
+79