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
CRC icon
1601
California Resources
CRC
$5.52B
$2.77K ﹤0.01%
+40
BOX icon
1602
Box
BOX
$3.7B
$2.77K ﹤0.01%
+117
TXNM
1603
TXNM Energy Inc
TXNM
$6.53B
$2.75K ﹤0.01%
+47
TECK icon
1604
Teck Resources
TECK
$32.9B
$2.74K ﹤0.01%
+53
RIG icon
1605
Transocean
RIG
$6.92B
$2.74K ﹤0.01%
+413
TNDM icon
1606
Tandem Diabetes Care
TNDM
$1.24B
$2.72K ﹤0.01%
+142
THO icon
1607
Thor Industries
THO
$4.15B
$2.72K ﹤0.01%
+34
INDV icon
1608
Indivior Pharmaceuticals
INDV
$4.19B
$2.71K ﹤0.01%
+89
CBRL icon
1609
Cracker Barrel
CBRL
$740M
$2.7K ﹤0.01%
+96
WSR
1610
Whitestone REIT
WSR
$979M
$2.7K ﹤0.01%
+167
CGNX icon
1611
Cognex
CGNX
$10.8B
$2.69K ﹤0.01%
+55
RUN icon
1612
Sunrun
RUN
$3.54B
$2.69K ﹤0.01%
+198
NBTB icon
1613
NBT Bancorp
NBTB
$2.33B
$2.68K ﹤0.01%
+63
MCRI icon
1614
Monarch Casino & Resort
MCRI
$2.13B
$2.68K ﹤0.01%
+28
MASI icon
1615
Masimo
MASI
$9.36B
$2.67K ﹤0.01%
+15
SMCI icon
1616
Super Micro Computer
SMCI
$28.2B
$2.66K ﹤0.01%
+117
MANH icon
1617
Manhattan Associates
MANH
$8.95B
$2.66K ﹤0.01%
+20
CALX icon
1618
Calix
CALX
$2.46B
$2.65K ﹤0.01%
+54
GNW icon
1619
Genworth Financial
GNW
$3.2B
$2.64K ﹤0.01%
+325
LPL icon
1620
LG Display
LPL
$5.49B
$2.63K ﹤0.01%
+679
POOL icon
1621
Pool Corp
POOL
$6.58B
$2.63K ﹤0.01%
+13
HCI icon
1622
HCI Group
HCI
$1.91B
$2.63K ﹤0.01%
+17
HYG icon
1623
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.8B
$2.63K ﹤0.01%
+33
GGG icon
1624
Graco
GGG
$12.2B
$2.62K ﹤0.01%
+31
CHDN icon
1625
Churchill Downs
CHDN
$5.99B
$2.6K ﹤0.01%
+29