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
AAOI icon
1776
Applied Optoelectronics
AAOI
$16.3B
$1.61K ﹤0.01%
+19
GOLF icon
1777
Acushnet Holdings
GOLF
$5.21B
$1.59K ﹤0.01%
+17
OPENW
1778
Opendoor Technologies Inc Series K Warrants
OPENW
$22.2M
$1.59K ﹤0.01%
+2,623
USHY icon
1779
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.6B
$1.58K ﹤0.01%
+43
GBX icon
1780
The Greenbrier Companies
GBX
$1.45B
$1.58K ﹤0.01%
+30
KRC icon
1781
Kilroy Realty
KRC
$4.29B
$1.58K ﹤0.01%
+56
FBNC icon
1782
First Bancorp
FBNC
$2.46B
$1.58K ﹤0.01%
+28
WKC icon
1783
World Kinect Corp
WKC
$1.53B
$1.57K ﹤0.01%
+68
CALY
1784
Callaway Golf Company
CALY
$2.7B
$1.57K ﹤0.01%
+113
FMC icon
1785
FMC
FMC
$1.52B
$1.57K ﹤0.01%
+91
HSIC icon
1786
Henry Schein
HSIC
$8.69B
$1.55K ﹤0.01%
+21
VFC icon
1787
VF Corp
VFC
$6.47B
$1.55K ﹤0.01%
+91
PFBC icon
1788
Preferred Bank
PFBC
$1.14B
$1.54K ﹤0.01%
+17
ANIP icon
1789
ANI Pharmaceuticals
ANIP
$1.8B
$1.54K ﹤0.01%
+20
SQM icon
1790
Sociedad Química y Minera de Chile
SQM
$22.2B
$1.54K ﹤0.01%
+19
STEL icon
1791
Stellar Bancorp
STEL
$1.91B
$1.54K ﹤0.01%
+42
IOT icon
1792
Samsara
IOT
$20.5B
$1.52K ﹤0.01%
+48
DINO icon
1793
HF Sinclair
DINO
$13.1B
$1.5K ﹤0.01%
+24
IBOT icon
1794
VanEck Robotics ETF
IBOT
$91M
$1.49K ﹤0.01%
+28
NATL icon
1795
NCR Atleos
NATL
$3.26B
$1.48K ﹤0.01%
+34
TEX icon
1796
Terex
TEX
$7.16B
$1.48K ﹤0.01%
+25
APOG icon
1797
Apogee Enterprises
APOG
$798M
$1.48K ﹤0.01%
+44
GRAB icon
1798
Grab
GRAB
$14.2B
$1.46K ﹤0.01%
+400
CLDX icon
1799
Celldex Therapeutics
CLDX
$2.35B
$1.46K ﹤0.01%
+46
RVMD icon
1800
Revolution Medicines
RVMD
$33.1B
$1.46K ﹤0.01%
+15