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
GO icon
1726
Grocery Outlet
GO
$1.39B
$1.28K ﹤0.01%
+69
ABEV icon
1727
Ambev
ABEV
$37.3B
$1.27K ﹤0.01%
+569
IIIN icon
1728
Insteel Industries
IIIN
$609M
$1.27K ﹤0.01%
+34
SDY icon
1729
State Street SPDR S&P Dividend ETF
SDY
$19.7B
$1.26K ﹤0.01%
+9
SEM icon
1730
Select Medical
SEM
$1.66B
$1.25K ﹤0.01%
+101
RAL
1731
Ralliant Corp
RAL
$4.87B
$1.25K ﹤0.01%
+28
HSTM icon
1732
HealthStream
HSTM
$772M
$1.25K ﹤0.01%
+47
DAY icon
1733
Dayforce
DAY
$11B
$1.24K ﹤0.01%
+24
TFLO icon
1734
iShares Treasury Floating Rate Bond ETF
TFLO
$6.59B
$1.23K ﹤0.01%
+24
RIG icon
1735
Transocean
RIG
$4.3B
$1.21K ﹤0.01%
+413
LBRDA icon
1736
Liberty Broadband Class A
LBRDA
$7.28B
$1.19K ﹤0.01%
+20
GAP
1737
The Gap Inc
GAP
$8.32B
$1.19K ﹤0.01%
+58
AEG icon
1738
Aegon
AEG
$11.8B
$1.18K ﹤0.01%
+159
FYBR icon
1739
Frontier Communications
FYBR
$9.46B
$1.18K ﹤0.01%
+32
NTNX icon
1740
Nutanix
NTNX
$19B
$1.18K ﹤0.01%
+17
DNOW icon
1741
DNOW Inc
DNOW
$1.53B
$1.17K ﹤0.01%
+79
FLS icon
1742
Flowserve
FLS
$9.09B
$1.17K ﹤0.01%
+22
VRE
1743
Veris Residential
VRE
$1.37B
$1.16K ﹤0.01%
+83
EBR.B icon
1744
Eletrobras Preferred Shares
EBR.B
$25.1B
$1.16K ﹤0.01%
+129
ETH
1745
Grayscale Ethereum Mini Trust ETF
ETH
$2.28B
$1.15K ﹤0.01%
+27
AU icon
1746
AngloGold Ashanti
AU
$32.1B
$1.15K ﹤0.01%
+20
ARLO icon
1747
Arlo Technologies
ARLO
$1.85B
$1.14K ﹤0.01%
+63
MOD icon
1748
Modine Manufacturing
MOD
$7.69B
$1.14K ﹤0.01%
+8
ACI icon
1749
Albertsons Companies
ACI
$9.51B
$1.13K ﹤0.01%
+58
KSS icon
1750
Kohl's
KSS
$1.81B
$1.13K ﹤0.01%
+88