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
HASI icon
1476
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.6B
$3.28K ﹤0.01%
+125
TECH icon
1477
Bio-Techne
TECH
$9.33B
$3.27K ﹤0.01%
+62
CPB icon
1478
Campbell Soup
CPB
$8.96B
$3.27K ﹤0.01%
+102
AZTA icon
1479
Azenta
AZTA
$1.4B
$3.27K ﹤0.01%
+112
NATL icon
1480
NCR Atleos
NATL
$2.78B
$3.27K ﹤0.01%
+89
GPC icon
1481
Genuine Parts
GPC
$17.3B
$3.23K ﹤0.01%
+24
THO icon
1482
Thor Industries
THO
$5.51B
$3.23K ﹤0.01%
+32
THG icon
1483
Hanover Insurance
THG
$6.26B
$3.22K ﹤0.01%
+19
PDBC icon
1484
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.53B
$3.22K ﹤0.01%
+248
LNG icon
1485
Cheniere Energy
LNG
$44.3B
$3.22K ﹤0.01%
+14
GL icon
1486
Globe Life
GL
$10.8B
$3.21K ﹤0.01%
+23
CLX icon
1487
Clorox
CLX
$13.3B
$3.19K ﹤0.01%
+26
ZD icon
1488
Ziff Davis
ZD
$1.37B
$3.19K ﹤0.01%
+92
NBTB icon
1489
NBT Bancorp
NBTB
$2.19B
$3.17K ﹤0.01%
+74
ARE icon
1490
Alexandria Real Estate Equities
ARE
$9.41B
$3.17K ﹤0.01%
+43
MOH icon
1491
Molina Healthcare
MOH
$7.7B
$3.15K ﹤0.01%
+20
FULT icon
1492
Fulton Financial
FULT
$3.19B
$3.14K ﹤0.01%
+170
ELS icon
1493
Equity Lifestyle Properties
ELS
$11.8B
$3.13K ﹤0.01%
+52
TFI icon
1494
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.29B
$3.12K ﹤0.01%
+70
FORM icon
1495
FormFactor
FORM
$4.27B
$3.1K ﹤0.01%
+104
DBX icon
1496
Dropbox
DBX
$7.86B
$3.09K ﹤0.01%
+113
GIS icon
1497
General Mills
GIS
$24.7B
$3.08K ﹤0.01%
+63
TR icon
1498
Tootsie Roll Industries
TR
$2.71B
$3.08K ﹤0.01%
+78
ATR icon
1499
AptarGroup
ATR
$7.58B
$3.07K ﹤0.01%
+22
AVTR icon
1500
Avantor
AVTR
$7.9B
$3.06K ﹤0.01%
+242