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
SKYW icon
1101
Skywest
SKYW
$3.35B
$9.28K ﹤0.01%
+101
NE icon
1102
Noble Corp
NE
$7.24B
$9.27K ﹤0.01%
+189
ALNY icon
1103
Alnylam Pharmaceuticals
ALNY
$40.5B
$9.26K ﹤0.01%
+28
SF
1104
Stifel
SF
$10.8B
$9.24K ﹤0.01%
+125
ESNT icon
1105
Essent Group
ESNT
$5.29B
$9.23K ﹤0.01%
+158
POST icon
1106
Post Holdings
POST
$4.1B
$9.19K ﹤0.01%
+93
FCN icon
1107
FTI Consulting
FCN
$4.81B
$9.19K ﹤0.01%
+52
FIDI icon
1108
Fidelity International High Dividend ETF
FIDI
$330M
$9.19K ﹤0.01%
+333
HWC icon
1109
Hancock Whitney
HWC
$5.63B
$9.16K ﹤0.01%
+144
TRU icon
1110
TransUnion
TRU
$13.6B
$9.13K ﹤0.01%
+132
ADEA icon
1111
Adeia
ADEA
$3.2B
$9.13K ﹤0.01%
+380
YELP icon
1112
Yelp
YELP
$1.28B
$9.13K ﹤0.01%
+369
LW icon
1113
Lamb Weston
LW
$5.82B
$9.13K ﹤0.01%
+216
FCPT icon
1114
Four Corners Property Trust
FCPT
$2.71B
$9.11K ﹤0.01%
+385
MOAT icon
1115
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
$9.09K ﹤0.01%
+94
QMAR icon
1116
FT Vest Growth-100 Buffer ETF March
QMAR
$546M
$9.05K ﹤0.01%
+269
MYRG icon
1117
MYR Group
MYRG
$6.94B
$9.03K ﹤0.01%
+32
FRT icon
1118
Federal Realty Investment Trust
FRT
$10.6B
$9.03K ﹤0.01%
+85
PLNT icon
1119
Planet Fitness
PLNT
$4.01B
$9K ﹤0.01%
+121
AMX icon
1120
America Movil
AMX
$74.6B
$8.99K ﹤0.01%
+353
JPEF icon
1121
JPMorgan Equity Focus ETF
JPEF
$1.91B
$8.98K ﹤0.01%
+125
ICOP icon
1122
iShares Copper and Metals Mining ETF
ICOP
$439M
$8.95K ﹤0.01%
+188
PBR icon
1123
Petrobras
PBR
$114B
$8.92K ﹤0.01%
+430
CLX icon
1124
Clorox
CLX
$11.4B
$8.91K ﹤0.01%
+86
SON icon
1125
Sonoco
SON
$4.7B
$8.87K ﹤0.01%
+164