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
RAL
1351
Ralliant Corp
RAL
$6.77B
$5.49K ﹤0.01%
+132
HRB icon
1352
H&R Block
HRB
$4.81B
$5.46K ﹤0.01%
+172
DXPE icon
1353
DXP Enterprises
DXPE
$2.47B
$5.45K ﹤0.01%
+39
ELAN icon
1354
Elanco Animal Health
ELAN
$11.9B
$5.43K ﹤0.01%
+227
SWKS icon
1355
Skyworks Solutions
SWKS
$11.1B
$5.41K ﹤0.01%
+101
MP icon
1356
MP Materials
MP
$10.7B
$5.41K ﹤0.01%
+112
GFF icon
1357
Griffon
GFF
$3.96B
$5.38K ﹤0.01%
+74
MWA icon
1358
Mueller Water Products
MWA
$3.95B
$5.36K ﹤0.01%
+195
BDVL
1359
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.7B
$5.35K ﹤0.01%
+217
BKH icon
1360
Black Hills Corp
BKH
$5.57B
$5.34K ﹤0.01%
+77
USO icon
1361
United States Oil Fund
USO
$1.82B
$5.33K ﹤0.01%
+42
LBRT icon
1362
Liberty Energy
LBRT
$4.71B
$5.33K ﹤0.01%
+185
NWN icon
1363
Northwest Natural Holdings
NWN
$2.11B
$5.32K ﹤0.01%
+100
DKNG icon
1364
DraftKings
DKNG
$12.3B
$5.32K ﹤0.01%
+246
INVH icon
1365
Invitation Homes
INVH
$17.8B
$5.29K ﹤0.01%
+213
WYNN icon
1366
Wynn Resorts
WYNN
$10.9B
$5.28K ﹤0.01%
+52
IDEV icon
1367
iShares Core MSCI International Developed Markets ETF
IDEV
$30B
$5.26K ﹤0.01%
+63
VRRM icon
1368
Verra Mobility
VRRM
$650M
$5.26K ﹤0.01%
+368
DIOD icon
1369
Diodes
DIOD
$4.74B
$5.26K ﹤0.01%
+77
CENT icon
1370
Central Garden & Pet Co
CENT
$2.53B
$5.22K ﹤0.01%
+142
MUR icon
1371
Murphy Oil
MUR
$5.54B
$5.2K ﹤0.01%
+126
RLI icon
1372
RLI Corp
RLI
$4.83B
$5.19K ﹤0.01%
+91
BGC icon
1373
BGC Group
BGC
$5.16B
$5.18K ﹤0.01%
+530
NICE icon
1374
Nice
NICE
$5.5B
$5.18K ﹤0.01%
+47
CHTR icon
1375
Charter Communications
CHTR
$15.8B
$5.18K ﹤0.01%
+24