TPWA

Twin Peaks Wealth Advisors Portfolio holdings

AUM $397M
1-Year Est. Return 23.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,369
New
Increased
Reduced
Closed

Top Buys

1 +$5.55M
2 +$5.22M
3 +$3.79M
4
NVDA icon
NVIDIA
NVDA
+$3.74M
5
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$3.53M

Sector Composition

1 Technology 13.08%
2 Communication Services 4.67%
3 Consumer Discretionary 3.46%
4 Financials 2.82%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AM icon
1276
Antero Midstream
AM
$10.2B
$6.5K ﹤0.01%
+285
BG icon
1277
Bunge Global
BG
$24.5B
$6.49K ﹤0.01%
+51
PNFP icon
1278
Pinnacle Financial Partners Inc
PNFP
$14.6B
$6.46K ﹤0.01%
+75
HII icon
1279
Huntington Ingalls Industries
HII
$11.5B
$6.46K ﹤0.01%
+17
BKE icon
1280
Buckle
BKE
$2.28B
$6.45K ﹤0.01%
+128
JIVE icon
1281
JPMorgan International Value ETF
JIVE
$2.72B
$6.42K ﹤0.01%
+75
MRP
1282
Millrose Properties Inc
MRP
$4.81B
$6.41K ﹤0.01%
+229
NEU icon
1283
NewMarket
NEU
$7.2B
$6.41K ﹤0.01%
+10
FICO icon
1284
Fair Isaac
FICO
$26.5B
$6.41K ﹤0.01%
+6
CORT icon
1285
Corcept Therapeutics
CORT
$7.83B
$6.33K ﹤0.01%
+157
ARMK icon
1286
Aramark
ARMK
$14B
$6.32K ﹤0.01%
+156
BLD icon
1287
TopBuild
BLD
$11.2B
$6.32K ﹤0.01%
+18
SAIA icon
1288
Saia
SAIA
$12.3B
$6.32K ﹤0.01%
+18
ARW icon
1289
Arrow Electronics
ARW
$11.2B
$6.31K ﹤0.01%
+44
BRX icon
1290
Brixmor Property Group
BRX
$9.5B
$6.31K ﹤0.01%
+219
INFY icon
1291
Infosys
INFY
$50.2B
$6.28K ﹤0.01%
+465
ETH
1292
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.42B
$6.28K ﹤0.01%
+316
PRLB icon
1293
Protolabs
PRLB
$1.72B
$6.27K ﹤0.01%
+110
JBSS icon
1294
John B. Sanfilippo & Son
JBSS
$883M
$6.27K ﹤0.01%
+79
GPN icon
1295
Global Payments
GPN
$18B
$6.26K ﹤0.01%
+93
ZD icon
1296
Ziff Davis
ZD
$1.68B
$6.25K ﹤0.01%
+149
VIRT icon
1297
Virtu Financial
VIRT
$4.49B
$6.25K ﹤0.01%
+142
OMCL icon
1298
Omnicell
OMCL
$1.97B
$6.24K ﹤0.01%
+187
FCFS icon
1299
FirstCash
FCFS
$9.94B
$6.2K ﹤0.01%
+33
ICUI icon
1300
ICU Medical
ICUI
$3.41B
$6.2K ﹤0.01%
+48