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
NSIT icon
1376
Insight Enterprises
NSIT
$3.41B
$5.16K ﹤0.01%
+77
GTES icon
1377
Gates Industrial
GTES
$6.5B
$5.16K ﹤0.01%
+228
TU icon
1378
Telus
TU
$19.2B
$5.14K ﹤0.01%
+401
LASR icon
1379
nLIGHT
LASR
$3.92B
$5.13K ﹤0.01%
+90
Z icon
1380
Zillow
Z
$8B
$5.13K ﹤0.01%
+124
EPC icon
1381
Edgewell Personal Care
EPC
$934M
$5.12K ﹤0.01%
+240
CSR
1382
Centerspace
CSR
$987M
$5.11K ﹤0.01%
+89
LNG icon
1383
Cheniere Energy
LNG
$50.1B
$5.11K ﹤0.01%
+18
JAZZ icon
1384
Jazz Pharmaceuticals
JAZZ
$15B
$5.1K ﹤0.01%
+27
ESLT icon
1385
Elbit Systems
ESLT
$38.9B
$5.09K ﹤0.01%
+6
PSO icon
1386
Pearson
PSO
$9.3B
$5.09K ﹤0.01%
+388
BHF icon
1387
Brighthouse Financial
BHF
$3.6B
$5.09K ﹤0.01%
+85
LFUS icon
1388
Littelfuse
LFUS
$11.7B
$5.09K ﹤0.01%
+15
EMA
1389
Emera Inc
EMA
$15.8B
$5.08K ﹤0.01%
+98
FAPR icon
1390
FT Vest US Equity Buffer ETF April
FAPR
$1.13B
$5.07K ﹤0.01%
+113
TPG icon
1391
TPG
TPG
$6.53B
$5.06K ﹤0.01%
+125
JKHY icon
1392
Jack Henry & Associates
JKHY
$9.22B
$5.06K ﹤0.01%
+32
SBCF icon
1393
Seacoast Banking Corp of Florida
SBCF
$2.93B
$5.03K ﹤0.01%
+166
CON
1394
Concentra Group Holdings
CON
$3.28B
$5.02K ﹤0.01%
+234
AORT icon
1395
Artivion
AORT
$1B
$5.02K ﹤0.01%
+137
SFM icon
1396
Sprouts Farmers Market
SFM
$7.7B
$5.01K ﹤0.01%
+65
FNDE icon
1397
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.39B
$5.01K ﹤0.01%
+131
SAFT icon
1398
Safety Insurance
SAFT
$1.03B
$5.01K ﹤0.01%
+69
UHS icon
1399
Universal Health Services
UHS
$8.95B
$5.01K ﹤0.01%
+28
NCLH icon
1400
Norwegian Cruise Line
NCLH
$8.59B
$4.99K ﹤0.01%
+267