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
VRNS icon
1876
Varonis Systems
VRNS
$3.82B
$1.09K ﹤0.01%
+51
PHI icon
1877
PLDT
PHI
$3.95B
$1.09K ﹤0.01%
+52
HQY icon
1878
HealthEquity
HQY
$7.19B
$1.09K ﹤0.01%
+13
AGNC icon
1879
AGNC Investment
AGNC
$11.8B
$1.08K ﹤0.01%
+108
TTAN
1880
ServiceTitan Inc
TTAN
$7.09B
$1.08K ﹤0.01%
+17
VAL icon
1881
Valaris
VAL
$6.43B
$1.08K ﹤0.01%
+11
IIIN icon
1882
Insteel Industries
IIIN
$559M
$1.08K ﹤0.01%
+32
TREE icon
1883
LendingTree
TREE
$506M
$1.07K ﹤0.01%
+25
HIW icon
1884
Highwoods Properties
HIW
$3.04B
$1.07K ﹤0.01%
+50
ESAB icon
1885
ESAB
ESAB
$5.38B
$1.06K ﹤0.01%
+11
KEX icon
1886
Kirby Corp
KEX
$7.63B
$1.06K ﹤0.01%
+8
TW icon
1887
Tradeweb Markets
TW
$21.4B
$1.06K ﹤0.01%
+9
GPOR icon
1888
Gulfport Energy Corp
GPOR
$3.07B
$1.06K ﹤0.01%
+5
CPNG icon
1889
Coupang
CPNG
$29.7B
$1.06K ﹤0.01%
+56
VEEV icon
1890
Veeva Systems
VEEV
$29.1B
$1.05K ﹤0.01%
+6
OFG icon
1891
OFG Bancorp
OFG
$1.94B
$1.05K ﹤0.01%
+26
CTS icon
1892
CTS Corp
CTS
$1.9B
$1.05K ﹤0.01%
+22
HLIT icon
1893
Harmonic Inc
HLIT
$1.59B
$1.05K ﹤0.01%
+117
LLYVK icon
1894
Liberty Live Group Series C
LLYVK
$8.42B
$1.03K ﹤0.01%
+11
AEVA
1895
Aeva Technologies
AEVA
$1.54B
$1.03K ﹤0.01%
+78
FAF icon
1896
First American
FAF
$6.72B
$1.02K ﹤0.01%
+17
PWB icon
1897
Invesco Large Cap Growth ETF
PWB
$2.17B
$1.01K ﹤0.01%
+8
SCHQ icon
1898
Schwab Long-Term US Treasury ETF
SCHQ
$784M
$1.01K ﹤0.01%
+32
GIS icon
1899
General Mills
GIS
$17.2B
$1K ﹤0.01%
+27
POR icon
1900
Portland General Electric
POR
$5.75B
$1K ﹤0.01%
+19