TPWA

Twin Peaks Wealth Advisors Portfolio holdings

AUM $293M
1-Year Est. Return 23.99%
This Quarter Est. Return
1 Year Est. Return
+23.99%
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 Sells

1 +$6.09M
2 +$2.19M
3 +$967K
4
TSLA icon
Tesla
TSLA
+$957K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$633K

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
OVV icon
951
Ovintiv
OVV
$9.42B
$9.63K ﹤0.01%
+243
CVLT icon
952
Commault Systems
CVLT
$5.67B
$9.63K ﹤0.01%
+50
MGEE icon
953
MGE Energy Inc
MGEE
$3.09B
$9.61K ﹤0.01%
+113
SMH icon
954
VanEck Semiconductor ETF
SMH
$36.6B
$9.6K ﹤0.01%
+32
MDU icon
955
MDU Resources
MDU
$4.02B
$9.58K ﹤0.01%
+578
SW
956
Smurfit Westrock
SW
$18.8B
$9.56K ﹤0.01%
+216
CIEN icon
957
Ciena
CIEN
$27.6B
$9.54K ﹤0.01%
+99
IHG icon
958
InterContinental Hotels
IHG
$19B
$9.54K ﹤0.01%
+79
CNQ icon
959
Canadian Natural Resources
CNQ
$66.3B
$9.51K ﹤0.01%
+318
ATYR
960
aTyr Pharma
ATYR
$79.7M
$9.49K ﹤0.01%
+1,815
CVCO icon
961
Cavco Industries
CVCO
$4.37B
$9.48K ﹤0.01%
+20
REZI icon
962
Resideo Technologies
REZI
$6.11B
$9.48K ﹤0.01%
+303
AXON icon
963
Axon Enterprise
AXON
$50.2B
$9.48K ﹤0.01%
+12
PGY icon
964
Pagaya Technologies
PGY
$1.96B
$9.46K ﹤0.01%
+300
BAM icon
965
Brookfield Asset Management
BAM
$87.1B
$9.46K ﹤0.01%
+151
SKT icon
966
Tanger
SKT
$3.83B
$9.44K ﹤0.01%
+291
MYRG icon
967
MYR Group
MYRG
$3.66B
$9.44K ﹤0.01%
+49
IDA icon
968
Idacorp
IDA
$6.94B
$9.42K ﹤0.01%
+75
PI icon
969
Impinj
PI
$5.43B
$9.42K ﹤0.01%
+58
LAMR icon
970
Lamar Advertising Co
LAMR
$12B
$9.38K ﹤0.01%
+80
PBA icon
971
Pembina Pipeline
PBA
$22B
$9.38K ﹤0.01%
+263
FDEV icon
972
Fidelity International Multifactor ETF
FDEV
$191M
$9.37K ﹤0.01%
+285
CATY icon
973
Cathay General Bancorp
CATY
$3.18B
$9.37K ﹤0.01%
+197
TXRH icon
974
Texas Roadhouse
TXRH
$11B
$9.37K ﹤0.01%
+53
PTGX icon
975
Protagonist Therapeutics
PTGX
$4.85B
$9.32K ﹤0.01%
+171