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
SITM icon
1126
SiTime
SITM
$7.26B
$6.93K ﹤0.01%
+32
SLV icon
1127
iShares Silver Trust
SLV
$23.5B
$6.88K ﹤0.01%
+200
AAAU icon
1128
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.03B
$6.88K ﹤0.01%
+208
CRL icon
1129
Charles River Laboratories
CRL
$8.25B
$6.87K ﹤0.01%
+45
UGI icon
1130
UGI
UGI
$7.24B
$6.87K ﹤0.01%
+195
LGND icon
1131
Ligand Pharmaceuticals
LGND
$3.71B
$6.87K ﹤0.01%
+45
SPYI icon
1132
NEOS S&P 500 High Income ETF
SPYI
$5.37B
$6.87K ﹤0.01%
+133
ENSG icon
1133
The Ensign Group
ENSG
$11B
$6.87K ﹤0.01%
+42
VWOB icon
1134
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.86B
$6.87K ﹤0.01%
+104
RRX icon
1135
Regal Rexnord
RRX
$9.14B
$6.86K ﹤0.01%
+48
CTRA icon
1136
Coterra Energy
CTRA
$19.6B
$6.83K ﹤0.01%
+285
BBY icon
1137
Best Buy
BBY
$17B
$6.81K ﹤0.01%
+97
CINF icon
1138
Cincinnati Financial
CINF
$25B
$6.81K ﹤0.01%
+45
HLI icon
1139
Houlihan Lokey
HLI
$12.6B
$6.77K ﹤0.01%
+35
DVN icon
1140
Devon Energy
DVN
$20.5B
$6.74K ﹤0.01%
+202
EVTC icon
1141
Evertec
EVTC
$1.83B
$6.71K ﹤0.01%
+184
BALL icon
1142
Ball Corp
BALL
$13.3B
$6.69K ﹤0.01%
+125
GH icon
1143
Guardant Health
GH
$12B
$6.67K ﹤0.01%
+121
EQR icon
1144
Equity Residential
EQR
$22.7B
$6.65K ﹤0.01%
+106
EWBC icon
1145
East-West Bancorp
EWBC
$13.9B
$6.64K ﹤0.01%
+65
RIO icon
1146
Rio Tinto
RIO
$112B
$6.63K ﹤0.01%
+105
CLH icon
1147
Clean Harbors
CLH
$11.1B
$6.62K ﹤0.01%
+27
ORI icon
1148
Old Republic International
ORI
$10.1B
$6.59K ﹤0.01%
+174
ASH icon
1149
Ashland
ASH
$2.32B
$6.58K ﹤0.01%
+124
XRAY icon
1150
Dentsply Sirona
XRAY
$2.52B
$6.55K ﹤0.01%
+502