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
TXG icon
1926
10x Genomics
TXG
$4.25B
$892 ﹤0.01%
+42
CAVA icon
1927
CAVA Group
CAVA
$8.36B
$890 ﹤0.01%
+11
SPB icon
1928
Spectrum Brands
SPB
$1.89B
$884 ﹤0.01%
+12
PVLA
1929
Palvella Therapeutics
PVLA
$1.65B
$873 ﹤0.01%
+7
TRUP icon
1930
Trupanion
TRUP
$949M
$871 ﹤0.01%
+34
DAVE icon
1931
Dave Inc
DAVE
$3.33B
$870 ﹤0.01%
+5
AHRT
1932
AH Realty Trust
AHRT
$515M
$869 ﹤0.01%
+158
DAR icon
1933
Darling Ingredients
DAR
$9.65B
$866 ﹤0.01%
+14
GSAT icon
1934
Globalstar
GSAT
$10.6B
$863 ﹤0.01%
+13
HIFS icon
1935
Hingham Institution for Saving
HIFS
$634M
$858 ﹤0.01%
+3
NUTX
1936
Nutex Health
NUTX
$930M
$855 ﹤0.01%
+9
INVX
1937
Innovex International
INVX
$1.95B
$854 ﹤0.01%
+35
WAL icon
1938
Western Alliance Bancorporation
WAL
$8.82B
$850 ﹤0.01%
+12
BIO icon
1939
Bio-Rad Laboratories Class A
BIO
$8.23B
$836 ﹤0.01%
+3
OLN icon
1940
Olin
OLN
$2.84B
$832 ﹤0.01%
+28
HNST icon
1941
The Honest Company
HNST
$362M
$826 ﹤0.01%
+281
WEAV icon
1942
Weave Communications
WEAV
$459M
$822 ﹤0.01%
+178
ALSN icon
1943
Allison Transmission
ALSN
$9.82B
$819 ﹤0.01%
+7
PCVX icon
1944
Vaxcyte
PCVX
$7.04B
$814 ﹤0.01%
+14
KOPN icon
1945
Kopin
KOPN
$1.17B
$810 ﹤0.01%
+360
WHR icon
1946
Whirlpool
WHR
$2.59B
$809 ﹤0.01%
+15
BTDR icon
1947
Bitdeer Technologies
BTDR
$4.78B
$804 ﹤0.01%
+93
PSKY
1948
Paramount Skydance Corp
PSKY
$12B
$803 ﹤0.01%
+89
QS icon
1949
QuantumScape Corp
QS
$5.59B
$798 ﹤0.01%
+125
RPM icon
1950
RPM International
RPM
$13.3B
$795 ﹤0.01%
+8