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
J icon
1026
Jacobs Solutions
J
$18.6B
$8.54K ﹤0.01%
+57
QMAR icon
1027
FT Vest Growth-100 Buffer ETF March
QMAR
$460M
$8.54K ﹤0.01%
+269
STE icon
1028
Steris
STE
$24B
$8.53K ﹤0.01%
+35
CDW icon
1029
CDW
CDW
$19.2B
$8.53K ﹤0.01%
+52
HIW icon
1030
Highwoods Properties
HIW
$3.16B
$8.45K ﹤0.01%
+292
SNX icon
1031
TD Synnex
SNX
$12.5B
$8.43K ﹤0.01%
+56
CHD icon
1032
Church & Dwight Co
CHD
$20.8B
$8.39K ﹤0.01%
+91
TEF icon
1033
Telefonica
TEF
$23.5B
$8.39K ﹤0.01%
+1,539
GHC icon
1034
Graham Holdings Company
GHC
$4.53B
$8.38K ﹤0.01%
+8
VLTO icon
1035
Veralto
VLTO
$24.8B
$8.38K ﹤0.01%
+77
PB icon
1036
Prosperity Bancshares
PB
$6.34B
$8.33K ﹤0.01%
+124
HACK icon
1037
Amplify Cybersecurity ETF
HACK
$2.34B
$8.33K ﹤0.01%
+100
GPN icon
1038
Global Payments
GPN
$18.8B
$8.32K ﹤0.01%
+101
RHI icon
1039
Robert Half
RHI
$2.6B
$8.29K ﹤0.01%
+238
DCI icon
1040
Donaldson
DCI
$10B
$8.26K ﹤0.01%
+112
SU icon
1041
Suncor Energy
SU
$50B
$8.23K ﹤0.01%
+212
FER icon
1042
Ferrovial SE
FER
$46.3B
$8.22K ﹤0.01%
+153
UDR icon
1043
UDR
UDR
$11.4B
$8.21K ﹤0.01%
+217
EPAC icon
1044
Enerpac Tool Group
EPAC
$2.18B
$8.19K ﹤0.01%
+196
AORT icon
1045
Artivion
AORT
$2.19B
$8.16K ﹤0.01%
+186
WKC icon
1046
World Kinect Corp
WKC
$1.43B
$8.15K ﹤0.01%
+319
WDFC icon
1047
WD-40
WDFC
$2.68B
$8.15K ﹤0.01%
+37
JMOM icon
1048
JPMorgan US Momentum Factor ETF
JMOM
$1.84B
$8.1K ﹤0.01%
+124
ACAD icon
1049
Acadia Pharmaceuticals
ACAD
$3.77B
$8.09K ﹤0.01%
+318
MIDD icon
1050
Middleby
MIDD
$6.26B
$8.08K ﹤0.01%
+62