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
BAX icon
1476
Baxter International
BAX
$9.99B
$3.95K ﹤0.01%
+235
ACAD icon
1477
Acadia Pharmaceuticals
ACAD
$3.67B
$3.94K ﹤0.01%
+177
EMXC icon
1478
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.9B
$3.94K ﹤0.01%
+50
EG icon
1479
Everest Group
EG
$12.6B
$3.92K ﹤0.01%
+12
WABC icon
1480
Westamerica Bancorp
WABC
$1.29B
$3.91K ﹤0.01%
+75
HUBS icon
1481
HubSpot
HUBS
$11.3B
$3.91K ﹤0.01%
+16
GIL icon
1482
Gildan
GIL
$10.8B
$3.9K ﹤0.01%
+70
ASO icon
1483
Academy Sports + Outdoors
ASO
$3.34B
$3.9K ﹤0.01%
+69
SJM icon
1484
J.M. Smucker
SJM
$10.8B
$3.86K ﹤0.01%
+40
UVV icon
1485
Universal Corp
UVV
$1.32B
$3.85K ﹤0.01%
+73
ALK icon
1486
Alaska Air
ALK
$4.76B
$3.83K ﹤0.01%
+104
UFCS icon
1487
United Fire Group
UFCS
$1.11B
$3.82K ﹤0.01%
+103
AMCR icon
1488
Amcor
AMCR
$17.5B
$3.82K ﹤0.01%
+96
AVNS icon
1489
Avanos Medical
AVNS
$1.17B
$3.81K ﹤0.01%
+272
ORA icon
1490
Ormat Technologies
ORA
$8.92B
$3.81K ﹤0.01%
+34
CAAP icon
1491
Corporacion America
CAAP
$4.25B
$3.79K ﹤0.01%
+150
CSGP icon
1492
CoStar Group
CSGP
$13.7B
$3.79K ﹤0.01%
+94
CRI icon
1493
Carter's
CRI
$1.43B
$3.79K ﹤0.01%
+106
MAA icon
1494
Mid-America Apartment Communities
MAA
$15.4B
$3.79K ﹤0.01%
+31
CAE icon
1495
CAE Inc
CAE
$8.18B
$3.78K ﹤0.01%
+145
BUG icon
1496
Global X Cybersecurity ETF
BUG
$1.18B
$3.77K ﹤0.01%
+150
AEO icon
1497
American Eagle Outfitters
AEO
$2.74B
$3.72K ﹤0.01%
+223
TS icon
1498
Tenaris
TS
$32.3B
$3.72K ﹤0.01%
+64
RHI icon
1499
Robert Half
RHI
$3.02B
$3.71K ﹤0.01%
+146
COMP icon
1500
Compass
COMP
$5.89B
$3.7K ﹤0.01%
+506