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
CLSK icon
1376
CleanSpark
CLSK
$4.94B
$4.29K ﹤0.01%
+433
ETD icon
1377
Ethan Allen Interiors
ETD
$614M
$4.29K ﹤0.01%
+141
RUSHA icon
1378
Rush Enterprises Class A
RUSHA
$3.66B
$4.25K ﹤0.01%
+74
SNA icon
1379
Snap-on
SNA
$17.8B
$4.23K ﹤0.01%
+13
HST icon
1380
Host Hotels & Resorts
HST
$11.1B
$4.21K ﹤0.01%
+267
SUSB icon
1381
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
$4.21K ﹤0.01%
+167
VBTX
1382
DELISTED
Veritex Holdings
VBTX
$4.19K ﹤0.01%
+132
CPNG icon
1383
Coupang
CPNG
$55.2B
$4.17K ﹤0.01%
+148
CZR icon
1384
Caesars Entertainment
CZR
$4.07B
$4.16K ﹤0.01%
+169
FLO icon
1385
Flowers Foods
FLO
$2.56B
$4.13K ﹤0.01%
+251
HUM icon
1386
Humana
HUM
$31.9B
$4.12K ﹤0.01%
+15
JPEM icon
1387
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$356M
$4.12K ﹤0.01%
+71
SIVR icon
1388
abrdn Physical Silver Shares ETF
SIVR
$3.06B
$4.12K ﹤0.01%
+114
AQN icon
1389
Algonquin Power & Utilities
AQN
$4.29B
$4.11K ﹤0.01%
+714
GMAB icon
1390
Genmab
GMAB
$18B
$4.09K ﹤0.01%
+187
FDRR icon
1391
Fidelity Dividend ETF for Rising Rates
FDRR
$631M
$4.09K ﹤0.01%
+72
APPF icon
1392
AppFolio
APPF
$9.25B
$4.09K ﹤0.01%
+15
ICVT icon
1393
iShares Convertible Bond ETF
ICVT
$3.04B
$4.09K ﹤0.01%
+44
LEG icon
1394
Leggett & Platt
LEG
$1.19B
$4.08K ﹤0.01%
+455
CART icon
1395
Maplebear
CART
$9.59B
$4.08K ﹤0.01%
+80
FIDI icon
1396
Fidelity International High Dividend ETF
FIDI
$175M
$4.07K ﹤0.01%
+168
U icon
1397
Unity
U
$18.1B
$4.07K ﹤0.01%
+109
TGNA icon
1398
TEGNA Inc
TGNA
$3.21B
$4.06K ﹤0.01%
+200
BTU icon
1399
Peabody Energy
BTU
$3.53B
$4.06K ﹤0.01%
+224
WBA
1400
DELISTED
Walgreens Boots Alliance
WBA
$4.05K ﹤0.01%
+341