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
ETHA
1651
iShares Ethereum Trust ETF
ETHA
$5.28B
$2.38K ﹤0.01%
+150
CFFN icon
1652
Capitol Federal Financial
CFFN
$948M
$2.37K ﹤0.01%
+333
NWE icon
1653
NorthWestern Energy
NWE
$4.25B
$2.37K ﹤0.01%
+36
INSP icon
1654
Inspire Medical Systems
INSP
$1.17B
$2.37K ﹤0.01%
+46
FR icon
1655
First Industrial Realty Trust
FR
$8.01B
$2.37K ﹤0.01%
+41
VWOB icon
1656
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.03B
$2.37K ﹤0.01%
+36
RRC icon
1657
Range Resources
RRC
$9.38B
$2.35K ﹤0.01%
+52
CSW
1658
CSW Industrials
CSW
$4.43B
$2.35K ﹤0.01%
+9
HE icon
1659
Hawaiian Electric Industries
HE
$2.31B
$2.35K ﹤0.01%
+158
MSTR icon
1660
Strategy Inc
MSTR
$45.5B
$2.34K ﹤0.01%
+19
ALAB icon
1661
Astera Labs
ALAB
$62.3B
$2.3K ﹤0.01%
+21
CRGY icon
1662
Crescent Energy
CRGY
$4.03B
$2.29K ﹤0.01%
+170
LEG icon
1663
Leggett & Platt
LEG
$1.34B
$2.29K ﹤0.01%
+232
CUBI icon
1664
Customers Bancorp
CUBI
$2.46B
$2.29K ﹤0.01%
+33
BANC icon
1665
Banc of California
BANC
$2.87B
$2.29K ﹤0.01%
+130
FLO icon
1666
Flowers Foods
FLO
$1.54B
$2.28K ﹤0.01%
+280
OC icon
1667
Owens Corning
OC
$9.68B
$2.28K ﹤0.01%
+21
FLS icon
1668
Flowserve
FLS
$9.64B
$2.28K ﹤0.01%
+31
CUBE icon
1669
CubeSmart
CUBE
$8.85B
$2.27K ﹤0.01%
+62
SHLS icon
1670
Shoals Technologies Group
SHLS
$2.08B
$2.26K ﹤0.01%
+344
VICR icon
1671
Vicor
VICR
$15.1B
$2.25K ﹤0.01%
+14
KBR icon
1672
KBR
KBR
$4.53B
$2.25K ﹤0.01%
+61
SYNA icon
1673
Synaptics
SYNA
$5.6B
$2.24K ﹤0.01%
+32
RGEN icon
1674
Repligen
RGEN
$6.87B
$2.24K ﹤0.01%
+19
CNX icon
1675
CNX Resources
CNX
$4.81B
$2.24K ﹤0.01%
+58