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
KTB icon
1151
Kontoor Brands
KTB
$4.27B
$6.54K ﹤0.01%
+93
PUK icon
1152
Prudential
PUK
$36.2B
$6.54K ﹤0.01%
+247
ACM icon
1153
Aecom
ACM
$17.5B
$6.53K ﹤0.01%
+54
SMPL icon
1154
Simply Good Foods
SMPL
$2.06B
$6.52K ﹤0.01%
+224
ASX icon
1155
ASE Group
ASX
$34.5B
$6.51K ﹤0.01%
+643
SNV icon
1156
Synovus
SNV
$6.27B
$6.51K ﹤0.01%
+133
NTR icon
1157
Nutrien
NTR
$26.2B
$6.5K ﹤0.01%
+116
APA icon
1158
APA Corp
APA
$7.75B
$6.5K ﹤0.01%
+318
SWK icon
1159
Stanley Black & Decker
SWK
$10.8B
$6.5K ﹤0.01%
+91
KEN icon
1160
Kenon Holdings
KEN
$2.81B
$6.5K ﹤0.01%
+152
ALLE icon
1161
Allegion
ALLE
$14.3B
$6.49K ﹤0.01%
+39
KRG icon
1162
Kite Realty
KRG
$4.77B
$6.48K ﹤0.01%
+305
MWA icon
1163
Mueller Water Products
MWA
$4.07B
$6.46K ﹤0.01%
+240
DUOL icon
1164
Duolingo
DUOL
$12B
$6.46K ﹤0.01%
+20
TPG icon
1165
TPG
TPG
$8.16B
$6.43K ﹤0.01%
+101
MEDP icon
1166
Medpace
MEDP
$16.9B
$6.43K ﹤0.01%
+14
GLDM icon
1167
SPDR Gold MiniShares Trust
GLDM
$21.7B
$6.43K ﹤0.01%
+97
USMV icon
1168
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$6.42K ﹤0.01%
+69
IAC icon
1169
IAC Inc
IAC
$2.56B
$6.42K ﹤0.01%
+189
IQLT icon
1170
iShares MSCI Intl Quality Factor ETF
IQLT
$13.2B
$6.41K ﹤0.01%
+150
SCL icon
1171
Stepan Co
SCL
$993M
$6.4K ﹤0.01%
+127
ALLY icon
1172
Ally Financial
ALLY
$12.3B
$6.4K ﹤0.01%
+167
ALRM icon
1173
Alarm.com
ALRM
$2.38B
$6.38K ﹤0.01%
+116
FBTC icon
1174
Fidelity Wise Origin Bitcoin Fund
FBTC
$13.7B
$6.37K ﹤0.01%
+61
BBCA icon
1175
JPMorgan BetaBuilders Canada ETF
BBCA
$8.84B
$6.37K ﹤0.01%
+77