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
UBSI icon
1101
United Bankshares
UBSI
$5.15B
$7.23K ﹤0.01%
+195
AFRM icon
1102
Affirm
AFRM
$23.6B
$7.23K ﹤0.01%
+94
ENVA icon
1103
Enova International
ENVA
$3.17B
$7.2K ﹤0.01%
+66
GEN icon
1104
Gen Digital
GEN
$15.9B
$7.2K ﹤0.01%
+226
AVY icon
1105
Avery Dennison
AVY
$13.5B
$7.16K ﹤0.01%
+41
ARW icon
1106
Arrow Electronics
ARW
$5.81B
$7.16K ﹤0.01%
+58
LNN icon
1107
Lindsay Corp
LNN
$1.24B
$7.15K ﹤0.01%
+51
OI icon
1108
O-I Glass
OI
$2.08B
$7.15K ﹤0.01%
+541
CHCO icon
1109
City Holding Co
CHCO
$1.74B
$7.14K ﹤0.01%
+58
PRI icon
1110
Primerica
PRI
$8.27B
$7.14K ﹤0.01%
+27
CMS icon
1111
CMS Energy
CMS
$22.1B
$7.13K ﹤0.01%
+98
OMCL icon
1112
Omnicell
OMCL
$1.64B
$7.13K ﹤0.01%
+226
SON icon
1113
Sonoco
SON
$4.03B
$7.08K ﹤0.01%
+156
IVZ icon
1114
Invesco
IVZ
$10.4B
$7.07K ﹤0.01%
+336
VSGX icon
1115
Vanguard ESG International Stock ETF
VSGX
$5.22B
$7.06K ﹤0.01%
+105
CRK icon
1116
Comstock Resources
CRK
$6.2B
$7.06K ﹤0.01%
+454
PINC icon
1117
Premier
PINC
$2.33B
$7.04K ﹤0.01%
+293
SNN icon
1118
Smith & Nephew
SNN
$15.6B
$7.03K ﹤0.01%
+194
DLX icon
1119
Deluxe
DLX
$816M
$7.02K ﹤0.01%
+363
SPEM icon
1120
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$6.99K ﹤0.01%
+158
TBIL
1121
US Treasury 3 Month Bill ETF
TBIL
$5.95B
$6.99K ﹤0.01%
+140
RSPS icon
1122
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$234M
$6.97K ﹤0.01%
+225
VOTE icon
1123
TCW Transform 500 ETF
VOTE
$929M
$6.96K ﹤0.01%
+92
SFM icon
1124
Sprouts Farmers Market
SFM
$7.77B
$6.95K ﹤0.01%
+47
CRH icon
1125
CRH
CRH
$77.5B
$6.95K ﹤0.01%
+62