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
DJCO icon
1801
Daily Journal
DJCO
$728M
$1.45K ﹤0.01%
+3
PEGA icon
1802
Pegasystems
PEGA
$5.92B
$1.45K ﹤0.01%
+34
VOX icon
1803
Vanguard Communication Services ETF
VOX
$5.85B
$1.44K ﹤0.01%
+8
PI icon
1804
Impinj
PI
$4.15B
$1.44K ﹤0.01%
+14
ACI icon
1805
Albertsons Companies
ACI
$7.85B
$1.43K ﹤0.01%
+84
IESC icon
1806
IES Holdings
IESC
$14.8B
$1.43K ﹤0.01%
+3
TCBI icon
1807
Texas Capital Bancshares
TCBI
$4.47B
$1.42K ﹤0.01%
+15
TAP icon
1808
Molson Coors Class B
TAP
$7.21B
$1.42K ﹤0.01%
+33
EQH icon
1809
Equitable Holdings
EQH
$11.3B
$1.41K ﹤0.01%
+38
FERG icon
1810
Ferguson
FERG
$44.7B
$1.4K ﹤0.01%
+6
ACT icon
1811
Enact Holdings
ACT
$5.72B
$1.39K ﹤0.01%
+34
DUOL icon
1812
Duolingo
DUOL
$5.09B
$1.38K ﹤0.01%
+14
MIR icon
1813
Mirion Technologies
MIR
$4.46B
$1.38K ﹤0.01%
+74
HAFC icon
1814
Hanmi Financial
HAFC
$907M
$1.37K ﹤0.01%
+52
DNOW icon
1815
DNOW Inc
DNOW
$2.46B
$1.37K ﹤0.01%
+115
AHR icon
1816
American Healthcare REIT
AHR
$9.59B
$1.37K ﹤0.01%
+29
AN icon
1817
AutoNation
AN
$6.3B
$1.37K ﹤0.01%
+7
KNSL icon
1818
Kinsale Capital Group
KNSL
$6.82B
$1.37K ﹤0.01%
+4
CUZ icon
1819
Cousins Properties
CUZ
$4.57B
$1.35K ﹤0.01%
+60
WT icon
1820
WisdomTree
WT
$2.9B
$1.35K ﹤0.01%
+93
VRTS icon
1821
Virtus Investment Partners
VRTS
$995M
$1.34K ﹤0.01%
+10
OI icon
1822
O-I Glass
OI
$1.23B
$1.32K ﹤0.01%
+126
FLG
1823
Flagstar Bank National Association
FLG
$5.88B
$1.32K ﹤0.01%
+100
MSA icon
1824
Mine Safety
MSA
$6.23B
$1.31K ﹤0.01%
+8
VISN
1825
Vistance Networks Inc
VISN
$2.8B
$1.31K ﹤0.01%
+72