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
SFNC icon
951
Simmons First National
SFNC
$3.13B
$12.4K ﹤0.01%
+635
RITM icon
952
Rithm Capital
RITM
$5.1B
$12.3K ﹤0.01%
+1,299
LUV icon
953
Southwest Airlines
LUV
$20.3B
$12.2K ﹤0.01%
+326
SUSB icon
954
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.09B
$12.2K ﹤0.01%
+488
BFS
955
Saul Centers
BFS
$897M
$12.2K ﹤0.01%
+375
PATK icon
956
Patrick Industries
PATK
$2.8B
$12.2K ﹤0.01%
+110
TXT icon
957
Textron
TXT
$15.8B
$12.2K ﹤0.01%
+139
LRN icon
958
Stride
LRN
$4.25B
$12.1K ﹤0.01%
+137
TTD icon
959
Trade Desk
TTD
$9.38B
$12.1K ﹤0.01%
+532
DBMF icon
960
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.83B
$12.1K ﹤0.01%
+400
CHT icon
961
Chunghwa Telecom
CHT
$34.6B
$12K ﹤0.01%
+285
CSL icon
962
Carlisle Companies
CSL
$14B
$12K ﹤0.01%
+36
GH icon
963
Guardant Health
GH
$16.7B
$12K ﹤0.01%
+130
CPAY icon
964
Corpay
CPAY
$22.7B
$11.9K ﹤0.01%
+41
MTZ icon
965
MasTec
MTZ
$28.8B
$11.9K ﹤0.01%
+37
POWL icon
966
Powell Industries
POWL
$10.4B
$11.9K ﹤0.01%
+66
REMX icon
967
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.68B
$11.9K ﹤0.01%
+135
SLF icon
968
Sun Life Financial
SLF
$40.9B
$11.9K ﹤0.01%
+190
EFX icon
969
Equifax
EFX
$20.5B
$11.9K ﹤0.01%
+66
FIVE icon
970
Five Below
FIVE
$10.5B
$11.9K ﹤0.01%
+52
SPYX icon
971
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.7B
$11.9K ﹤0.01%
+224
NTES icon
972
NetEase
NTES
$76.6B
$11.9K ﹤0.01%
+106
VONG icon
973
Vanguard Russell 1000 Growth ETF
VONG
$43.6B
$11.8K ﹤0.01%
+108
NWSA icon
974
News Corp Class A
NWSA
$14.9B
$11.8K ﹤0.01%
+474
EXEL icon
975
Exelixis
EXEL
$13.2B
$11.8K ﹤0.01%
+275