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
EVRG icon
1226
Evergy
EVRG
$17.6B
$5.88K ﹤0.01%
+81
RXO icon
1227
RXO
RXO
$2.38B
$5.85K ﹤0.01%
+387
OLLI icon
1228
Ollie's Bargain Outlet
OLLI
$7.44B
$5.85K ﹤0.01%
+44
BBT
1229
Beacon Financial Corp
BBT
$2.2B
$5.83K ﹤0.01%
+229
GBTC icon
1230
Grayscale Bitcoin Trust
GBTC
$40.4B
$5.83K ﹤0.01%
+62
BAX icon
1231
Baxter International
BAX
$9.03B
$5.83K ﹤0.01%
+243
CNI icon
1232
Canadian National Railway
CNI
$58.2B
$5.82K ﹤0.01%
+62
PINS icon
1233
Pinterest
PINS
$17.9B
$5.81K ﹤0.01%
+167
CVBF icon
1234
CVB Financial
CVBF
$2.55B
$5.81K ﹤0.01%
+295
YELP icon
1235
Yelp
YELP
$2.04B
$5.81K ﹤0.01%
+187
BJRI icon
1236
BJ's Restaurants
BJRI
$773M
$5.8K ﹤0.01%
+169
HCI icon
1237
HCI Group
HCI
$2.62B
$5.78K ﹤0.01%
+37
MAC icon
1238
Macerich
MAC
$4.46B
$5.77K ﹤0.01%
+331
PKX icon
1239
POSCO
PKX
$16B
$5.76K ﹤0.01%
+103
PRVA icon
1240
Privia Health
PRVA
$3.03B
$5.76K ﹤0.01%
+278
OII icon
1241
Oceaneering
OII
$2.27B
$5.75K ﹤0.01%
+260
CENX icon
1242
Century Aluminum
CENX
$2.66B
$5.75K ﹤0.01%
+245
OWL icon
1243
Blue Owl Capital
OWL
$9.95B
$5.73K ﹤0.01%
+282
EZM icon
1244
WisdomTree US MidCap Fund
EZM
$836M
$5.73K ﹤0.01%
+89
MATX icon
1245
Matsons
MATX
$3.36B
$5.73K ﹤0.01%
+53
CF icon
1246
CF Industries
CF
$13B
$5.72K ﹤0.01%
+69
WPC icon
1247
W.P. Carey
WPC
$14.6B
$5.7K ﹤0.01%
+87
MD icon
1248
Pediatrix Medical
MD
$1.85B
$5.68K ﹤0.01%
+386
BYD icon
1249
Boyd Gaming
BYD
$6.27B
$5.67K ﹤0.01%
+68
CALX icon
1250
Calix
CALX
$4.33B
$5.67K ﹤0.01%
+97