TPWA

Twin Peaks Wealth Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
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 Buys

1
+$2.98M
2
+$2.78M
3
+$2.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.4M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.37M

Top Sells

1
+$5.42M
2
+$1.97M
3
+$914K
4
TSLA icon
Tesla
TSLA
+$846K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$626K

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
1626
$1.98K ﹤0.01%
+9
1627
$1.97K ﹤0.01%
+142
1628
$1.97K ﹤0.01%
+10
1629
$1.97K ﹤0.01%
+79
1630
$1.96K ﹤0.01%
+75
1631
$1.95K ﹤0.01%
+21
1632
$1.95K ﹤0.01%
+60
1633
$1.95K ﹤0.01%
+85
1634
$1.95K ﹤0.01%
+129
1635
$1.93K ﹤0.01%
+39
1636
$1.93K ﹤0.01%
+1
1637
$1.92K ﹤0.01%
+26
1638
$1.9K ﹤0.01%
+66
1639
$1.9K ﹤0.01%
+50
1640
$1.88K ﹤0.01%
+84
1641
$1.88K ﹤0.01%
+39
1642
$1.88K ﹤0.01%
+36
1643
$1.88K ﹤0.01%
+353
1644
$1.88K ﹤0.01%
+11
1645
$1.87K ﹤0.01%
+55
1646
$1.84K ﹤0.01%
+68
1647
$1.84K ﹤0.01%
+76
1648
$1.84K ﹤0.01%
+65
1649
$1.82K ﹤0.01%
+1
1650
$1.82K ﹤0.01%
+8
64 65
66
67 68