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
KWR icon
1351
Quaker Houghton
KWR
$2.34B
$4.5K ﹤0.01%
+34
CNO icon
1352
CNO Financial Group
CNO
$3.87B
$4.49K ﹤0.01%
+119
VOD icon
1353
Vodafone
VOD
$26.9B
$4.49K ﹤0.01%
+389
CNH
1354
CNH Industrial
CNH
$13.1B
$4.48K ﹤0.01%
+358
PARR icon
1355
Par Pacific Holdings
PARR
$1.91B
$4.47K ﹤0.01%
+159
CCK icon
1356
Crown Holdings
CCK
$11.4B
$4.47K ﹤0.01%
+44
RBC icon
1357
RBC Bearings
RBC
$13.6B
$4.46K ﹤0.01%
+11
FDS icon
1358
Factset
FDS
$9.77B
$4.45K ﹤0.01%
+12
SNDK
1359
Sandisk
SNDK
$31.7B
$4.45K ﹤0.01%
+95
BL icon
1360
BlackLine
BL
$3.52B
$4.44K ﹤0.01%
+90
CELH icon
1361
Celsius Holdings
CELH
$15.4B
$4.43K ﹤0.01%
+81
CXW icon
1362
CoreCivic
CXW
$2B
$4.41K ﹤0.01%
+213
JEF icon
1363
Jefferies Financial Group
JEF
$11.1B
$4.41K ﹤0.01%
+72
STLD icon
1364
Steel Dynamics
STLD
$22.5B
$4.4K ﹤0.01%
+35
MBC icon
1365
MasterBrand
MBC
$1.37B
$4.39K ﹤0.01%
+352
CAG icon
1366
Conagra Brands
CAG
$8.18B
$4.39K ﹤0.01%
+225
POOL icon
1367
Pool Corp
POOL
$9.43B
$4.38K ﹤0.01%
+14
MSEX icon
1368
Middlesex Water
MSEX
$973M
$4.37K ﹤0.01%
+81
CRC icon
1369
California Resources
CRC
$3.87B
$4.37K ﹤0.01%
+90
MRP
1370
Millrose Properties Inc
MRP
$5.18B
$4.35K ﹤0.01%
+137
SJM icon
1371
J.M. Smucker
SJM
$11.2B
$4.34K ﹤0.01%
+39
VNT icon
1372
Vontier
VNT
$5.53B
$4.33K ﹤0.01%
+103
CSGS icon
1373
CSG Systems International
CSGS
$2.15B
$4.33K ﹤0.01%
+70
SNAP icon
1374
Snap
SNAP
$12.3B
$4.32K ﹤0.01%
+594
FMX icon
1375
Fomento Económico Mexicano
FMX
$32.5B
$4.31K ﹤0.01%
+50