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
FELE icon
926
Franklin Electric
FELE
$4.35B
$12.9K ﹤0.01%
+140
EPR icon
927
EPR Properties
EPR
$4.39B
$12.9K ﹤0.01%
+258
XLG icon
928
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
$12.9K ﹤0.01%
+236
WCC
929
WESCO International
WCC
$17.3B
$12.9K ﹤0.01%
+47
MAC icon
930
Macerich
MAC
$6.71B
$12.8K ﹤0.01%
+679
HOMB icon
931
Home BancShares
HOMB
$5.46B
$12.8K ﹤0.01%
+476
SGI
932
Somnigroup International
SGI
$14.3B
$12.8K ﹤0.01%
+173
KNX icon
933
Knight Transportation
KNX
$12.8B
$12.8K ﹤0.01%
+222
STLD icon
934
Steel Dynamics
STLD
$38.7B
$12.8K ﹤0.01%
+71
DD icon
935
DuPont de Nemours
DD
$19B
$12.7K ﹤0.01%
+278
TBLL icon
936
Invesco Short Term Treasury ETF
TBLL
$2.52B
$12.7K ﹤0.01%
+120
GNRC icon
937
Generac Holdings
GNRC
$15.4B
$12.7K ﹤0.01%
+65
HSTM icon
938
HealthStream
HSTM
$737M
$12.7K ﹤0.01%
+613
PSMT icon
939
Pricesmart
PSMT
$5.37B
$12.6K ﹤0.01%
+84
SM icon
940
SM Energy
SM
$7.72B
$12.6K ﹤0.01%
+404
HMC icon
941
Honda
HMC
$34.6B
$12.6K ﹤0.01%
+518
NYT icon
942
New York Times
NYT
$12.4B
$12.6K ﹤0.01%
+150
FSS icon
943
Federal Signal
FSS
$6.5B
$12.5K ﹤0.01%
+116
KEN icon
944
Kenon Holdings
KEN
$3.91B
$12.5K ﹤0.01%
+152
LNT icon
945
Alliant Energy
LNT
$18.8B
$12.5K ﹤0.01%
+174
AVY icon
946
Avery Dennison
AVY
$11.9B
$12.4K ﹤0.01%
+72
AR icon
947
Antero Resources
AR
$11B
$12.4K ﹤0.01%
+292
RL icon
948
Ralph Lauren
RL
$21.8B
$12.4K ﹤0.01%
+36
BTSG icon
949
BrightSpring Health Services
BTSG
$11.3B
$12.4K ﹤0.01%
+290
BTU icon
950
Peabody Energy
BTU
$3.42B
$12.4K ﹤0.01%
+375