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
MTG icon
1451
MGIC Investment
MTG
$6.28B
$3.52K ﹤0.01%
+128
SEIC icon
1452
SEI Investments
SEIC
$10.1B
$3.52K ﹤0.01%
+40
ACGL icon
1453
Arch Capital
ACGL
$32.2B
$3.51K ﹤0.01%
+40
PAYC icon
1454
Paycom
PAYC
$10.3B
$3.44K ﹤0.01%
+16
DAN icon
1455
Dana Inc
DAN
$2.51B
$3.42K ﹤0.01%
+183
BLFS icon
1456
BioLife Solutions
BLFS
$1.32B
$3.42K ﹤0.01%
+142
FBCG icon
1457
Fidelity Blue Chip Growth ETF
FBCG
$5.07B
$3.41K ﹤0.01%
+66
AZZ icon
1458
AZZ Inc
AZZ
$3.11B
$3.41K ﹤0.01%
+30
PFS icon
1459
Provident Financial Services
PFS
$2.42B
$3.41K ﹤0.01%
+181
IJJ icon
1460
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.88B
$3.4K ﹤0.01%
+27
MGM icon
1461
MGM Resorts International
MGM
$8.75B
$3.4K ﹤0.01%
+96
MHK icon
1462
Mohawk Industries
MHK
$6.83B
$3.4K ﹤0.01%
+27
HALO icon
1463
Halozyme
HALO
$8.03B
$3.39K ﹤0.01%
+53
JHG icon
1464
Janus Henderson
JHG
$6.69B
$3.38K ﹤0.01%
+77
TTEK icon
1465
Tetra Tech
TTEK
$8.56B
$3.38K ﹤0.01%
+92
WY icon
1466
Weyerhaeuser
WY
$16.2B
$3.36K ﹤0.01%
+131
CCS icon
1467
Century Communities
CCS
$1.78B
$3.34K ﹤0.01%
+53
AMRN
1468
Amarin Corp
AMRN
$318M
$3.34K ﹤0.01%
+224
LFUS icon
1469
Littelfuse
LFUS
$6.1B
$3.32K ﹤0.01%
+13
FIVE icon
1470
Five Below
FIVE
$8.6B
$3.31K ﹤0.01%
+24
LMAT icon
1471
LeMaitre Vascular
LMAT
$1.95B
$3.3K ﹤0.01%
+35
FLR icon
1472
Fluor
FLR
$7.66B
$3.3K ﹤0.01%
+76
LNW icon
1473
Light & Wonder
LNW
$6.16B
$3.3K ﹤0.01%
+38
RAMP icon
1474
LiveRamp
RAMP
$1.8B
$3.29K ﹤0.01%
+127
JBHT icon
1475
JB Hunt Transport Services
JBHT
$16.2B
$3.29K ﹤0.01%
+23