TPWA

Twin Peaks Wealth Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
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 +$5.42M
2 +$1.97M
3 +$914K
4
TSLA icon
Tesla
TSLA
+$846K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$626K

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
1226
$5.88K ﹤0.01%
+81
1227
$5.85K ﹤0.01%
+387
1228
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1229
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1230
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1231
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1232
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1233
$5.81K ﹤0.01%
+167
1234
$5.81K ﹤0.01%
+295
1235
$5.81K ﹤0.01%
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1236
$5.8K ﹤0.01%
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1237
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1238
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+331
1239
$5.76K ﹤0.01%
+103
1240
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1241
$5.75K ﹤0.01%
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1242
$5.75K ﹤0.01%
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1243
$5.73K ﹤0.01%
+282
1244
$5.73K ﹤0.01%
+89
1245
$5.73K ﹤0.01%
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1246
$5.72K ﹤0.01%
+69
1247
$5.7K ﹤0.01%
+87
1248
$5.68K ﹤0.01%
+386
1249
$5.67K ﹤0.01%
+68
1250
$5.67K ﹤0.01%
+97