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
RKLB icon
1751
Rocket Lab Corp
RKLB
$27.4B
$1.13K ﹤0.01%
+26
SAM icon
1752
Boston Beer
SAM
$2.18B
$1.1K ﹤0.01%
+5
TEAM icon
1753
Atlassian
TEAM
$43.4B
$1.1K ﹤0.01%
+7
WTS icon
1754
Watts Water Technologies
WTS
$9.16B
$1.09K ﹤0.01%
+4
VYMI icon
1755
Vanguard International High Dividend Yield ETF
VYMI
$12.3B
$1.09K ﹤0.01%
+13
AEVA
1756
Aeva Technologies
AEVA
$777M
$1.07K ﹤0.01%
+78
WAL icon
1757
Western Alliance Bancorporation
WAL
$8.52B
$1.07K ﹤0.01%
+13
FLGT icon
1758
Fulgent Genetics
FLGT
$700M
$1.07K ﹤0.01%
+51
CPF icon
1759
Central Pacific Financial
CPF
$772M
$1.06K ﹤0.01%
+38
HRL icon
1760
Hormel Foods
HRL
$11.9B
$1.06K ﹤0.01%
+37
TRU icon
1761
TransUnion
TRU
$15.5B
$1.05K ﹤0.01%
+12
AXSM icon
1762
Axsome Therapeutics
AXSM
$6.79B
$1.05K ﹤0.01%
+10
MMYT icon
1763
MakeMyTrip
MMYT
$7.5B
$1.05K ﹤0.01%
+11
EMA
1764
Emera Inc
EMA
$14.2B
$1.04K ﹤0.01%
+22
OGE icon
1765
OGE Energy
OGE
$8.92B
$1.04K ﹤0.01%
+23
SATS icon
1766
EchoStar
SATS
$21.1B
$1.04K ﹤0.01%
+37
SHEN icon
1767
Shenandoah Telecom
SHEN
$635M
$1.03K ﹤0.01%
+81
ETHA
1768
iShares Ethereum Trust ETF
ETHA
$1.86B
$1.03K ﹤0.01%
+30
KAI icon
1769
Kadant
KAI
$3.22B
$1.02K ﹤0.01%
+3
INGR icon
1770
Ingredion
INGR
$6.89B
$1.01K ﹤0.01%
+8
VAW icon
1771
Vanguard Materials ETF
VAW
$2.64B
$1.01K ﹤0.01%
+5
HR icon
1772
Healthcare Realty
HR
$6.19B
$1.01K ﹤0.01%
+61
PLUS icon
1773
ePlus
PLUS
$1.95B
$1.01K ﹤0.01%
+14
TMHC icon
1774
Taylor Morrison
TMHC
$5.78B
$991 ﹤0.01%
+15
TWO
1775
Two Harbors Investment
TWO
$1.01B
$989 ﹤0.01%
+99