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 Buys

1
+$2.98M
2
+$2.78M
3
+$2.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.4M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.37M

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
1276
$5.46K ﹤0.01%
+478
1277
$5.43K ﹤0.01%
+280
1278
$5.42K ﹤0.01%
+18
1279
$5.42K ﹤0.01%
+201
1280
$5.41K ﹤0.01%
+126
1281
$5.39K ﹤0.01%
+18
1282
$5.39K ﹤0.01%
+218
1283
$5.38K ﹤0.01%
+335
1284
$5.38K ﹤0.01%
+374
1285
$5.33K ﹤0.01%
+171
1286
$5.33K ﹤0.01%
+224
1287
$5.31K ﹤0.01%
+14
1288
$5.3K ﹤0.01%
+73
1289
$5.3K ﹤0.01%
+337
1290
$5.26K ﹤0.01%
+438
1291
$5.26K ﹤0.01%
+158
1292
$5.25K ﹤0.01%
+63
1293
$5.22K ﹤0.01%
+286
1294
$5.21K ﹤0.01%
+28
1295
$5.19K ﹤0.01%
+43
1296
$5.19K ﹤0.01%
+214
1297
$5.14K ﹤0.01%
+82
1298
$5.1K ﹤0.01%
+98
1299
$5.09K ﹤0.01%
+194
1300
$5.09K ﹤0.01%
+81
50 51
52
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