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
WING icon
1426
Wingstop
WING
$7.03B
$3.76K ﹤0.01%
+11
TRMB icon
1427
Trimble
TRMB
$19.2B
$3.76K ﹤0.01%
+45
QLYS icon
1428
Qualys
QLYS
$5.27B
$3.75K ﹤0.01%
+29
CR icon
1429
Crane Co
CR
$11B
$3.75K ﹤0.01%
+19
GDEN icon
1430
Golden Entertainment
GDEN
$555M
$3.74K ﹤0.01%
+144
PZZA icon
1431
Papa John's
PZZA
$1.35B
$3.74K ﹤0.01%
+81
LZB icon
1432
La-Z-Boy
LZB
$1.33B
$3.73K ﹤0.01%
+98
TILE icon
1433
Interface
TILE
$1.52B
$3.73K ﹤0.01%
+143
PDD icon
1434
Pinduoduo
PDD
$194B
$3.73K ﹤0.01%
+32
SLM icon
1435
SLM Corp
SLM
$5.56B
$3.71K ﹤0.01%
+114
CYTK icon
1436
Cytokinetics
CYTK
$7.08B
$3.71K ﹤0.01%
+108
CHRD icon
1437
Chord Energy
CHRD
$4.87B
$3.7K ﹤0.01%
+37
VMBS icon
1438
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$3.7K ﹤0.01%
+80
PVH icon
1439
PVH
PVH
$3.75B
$3.69K ﹤0.01%
+50
WH icon
1440
Wyndham Hotels & Resorts
WH
$5.49B
$3.68K ﹤0.01%
+42
FDP icon
1441
Fresh Del Monte Produce
FDP
$1.74B
$3.68K ﹤0.01%
+99
SCHO icon
1442
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$3.65K ﹤0.01%
+150
PRDO icon
1443
Perdoceo Education
PRDO
$1.97B
$3.65K ﹤0.01%
+114
CX icon
1444
Cemex
CX
$14.9B
$3.64K ﹤0.01%
+415
SCI icon
1445
Service Corp International
SCI
$11.4B
$3.63K ﹤0.01%
+45
FCVT icon
1446
First Trust SSI Strategic Convertible Securities ETF
FCVT
$97.2M
$3.63K ﹤0.01%
+91
IFF icon
1447
International Flavors & Fragrances
IFF
$16.4B
$3.61K ﹤0.01%
+56
FMS icon
1448
Fresenius Medical Care
FMS
$14.1B
$3.58K ﹤0.01%
+148
WIT icon
1449
Wipro
WIT
$27.5B
$3.54K ﹤0.01%
+1,322
SEB icon
1450
Seaboard Corp
SEB
$3.53B
$3.54K ﹤0.01%
+1