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
ADUS icon
1526
Addus HomeCare
ADUS
$2.21B
$2.83K ﹤0.01%
+25
OLED icon
1527
Universal Display
OLED
$6.98B
$2.81K ﹤0.01%
+20
ARI
1528
Apollo Commercial Real Estate
ARI
$1.38B
$2.8K ﹤0.01%
+279
AES icon
1529
AES
AES
$10.1B
$2.78K ﹤0.01%
+215
ZBH icon
1530
Zimmer Biomet
ZBH
$17.3B
$2.75K ﹤0.01%
+27
LCII icon
1531
LCI Industries
LCII
$2.67B
$2.73K ﹤0.01%
+27
WHD icon
1532
Cactus
WHD
$2.96B
$2.73K ﹤0.01%
+69
INVA icon
1533
Innoviva
INVA
$1.15B
$2.71K ﹤0.01%
+135
OHI icon
1534
Omega Healthcare
OHI
$12.7B
$2.71K ﹤0.01%
+67
SPYG icon
1535
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.4B
$2.71K ﹤0.01%
+27
LAD icon
1536
Lithia Motors
LAD
$7.23B
$2.71K ﹤0.01%
+9
NAVI icon
1537
Navient
NAVI
$1.16B
$2.69K ﹤0.01%
+209
COO icon
1538
Cooper Companies
COO
$13.7B
$2.69K ﹤0.01%
+37
SHLD icon
1539
Global X Defense Tech ETF
SHLD
$4.25B
$2.67K ﹤0.01%
+43
GSHD icon
1540
Goosehead Insurance
GSHD
$1.66B
$2.67K ﹤0.01%
+31
JMSI icon
1541
JPMorgan Sustainable Municipal Income ETF
JMSI
$320M
$2.66K ﹤0.01%
+54
TAP icon
1542
Molson Coors Class B
TAP
$8.93B
$2.65K ﹤0.01%
+52
HYG icon
1543
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$2.65K ﹤0.01%
+33
KNSL icon
1544
Kinsale Capital Group
KNSL
$9.18B
$2.63K ﹤0.01%
+6
ESLT icon
1545
Elbit Systems
ESLT
$21.6B
$2.62K ﹤0.01%
+6
PCRX icon
1546
Pacira BioSciences
PCRX
$982M
$2.6K ﹤0.01%
+105
LSTR icon
1547
Landstar System
LSTR
$4.4B
$2.6K ﹤0.01%
+20
ARGT icon
1548
Global X MSCI Argentina ETF
ARGT
$870M
$2.58K ﹤0.01%
+30
AYI icon
1549
Acuity Brands
AYI
$11.1B
$2.58K ﹤0.01%
+8
ORA icon
1550
Ormat Technologies
ORA
$6.92B
$2.58K ﹤0.01%
+29