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
UPBD icon
2026
Upbound Group
UPBD
$1.16B
$226 ﹤0.01%
+10
CMCL icon
2027
Caledonia Mining Corp
CMCL
$546M
$225 ﹤0.01%
+10
AGCO icon
2028
AGCO
AGCO
$7.85B
$222 ﹤0.01%
+2
G icon
2029
Genpact
G
$6.64B
$217 ﹤0.01%
+5
CRUS icon
2030
Cirrus Logic
CRUS
$6.74B
$217 ﹤0.01%
+2
ABR icon
2031
Arbor Realty Trust
ABR
$1.89B
$216 ﹤0.01%
+18
IBOC icon
2032
International Bancshares
IBOC
$4.23B
$213 ﹤0.01%
+3
FFIN icon
2033
First Financial Bankshares
FFIN
$4.4B
$210 ﹤0.01%
+6
BOKF icon
2034
BOK Financial
BOKF
$6.64B
$209 ﹤0.01%
+2
LEA icon
2035
Lear
LEA
$5.76B
$200 ﹤0.01%
+2
ASTS icon
2036
AST SpaceMobile
ASTS
$19.7B
$199 ﹤0.01%
+4
HUT
2037
Hut 8
HUT
$5.8B
$194 ﹤0.01%
+9
ANGI icon
2038
Angi Inc
ANGI
$579M
$193 ﹤0.01%
+11
AKRO icon
2039
Akero Therapeutics
AKRO
$4.34B
$192 ﹤0.01%
+4
LPX icon
2040
Louisiana-Pacific
LPX
$5.99B
$191 ﹤0.01%
+2
CRAI icon
2041
CRA International
CRAI
$1.26B
$190 ﹤0.01%
+1
NE icon
2042
Noble Corp
NE
$4.74B
$189 ﹤0.01%
+7
FATE icon
2043
Fate Therapeutics
FATE
$145M
$187 ﹤0.01%
+200
BF.A icon
2044
Brown-Forman Class A
BF.A
$12.9B
$183 ﹤0.01%
+6
PAGS icon
2045
PagSeguro Digital
PAGS
$2.76B
$179 ﹤0.01%
+20
SEZL icon
2046
Sezzle
SEZL
$2.18B
$178 ﹤0.01%
+2
AXTA icon
2047
Axalta
AXTA
$5.99B
$177 ﹤0.01%
+6
FWRD icon
2048
Forward Air
FWRD
$555M
$175 ﹤0.01%
+6
ETNB
2049
DELISTED
89bio
ETNB
$172 ﹤0.01%
+19
BBWI icon
2050
Bath & Body Works
BBWI
$5B
$171 ﹤0.01%
+6