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
ABX
2176
Abacus Global Management
ABX
$796M
$197 ﹤0.01%
+25
RUSHB icon
2177
Rush Enterprises Class B
RUSHB
$5.03B
$193 ﹤0.01%
+3
BCRX icon
2178
BioCryst Pharmaceuticals
BCRX
$2.1B
$190 ﹤0.01%
+20
CRSP icon
2179
CRISPR Therapeutics
CRSP
$5.02B
$190 ﹤0.01%
+4
COUR icon
2180
Coursera
COUR
$1.53B
$186 ﹤0.01%
+32
MIRM icon
2181
Mirum Pharmaceuticals
MIRM
$5.6B
$185 ﹤0.01%
+2
GCT icon
2182
GigaCloud Technology
GCT
$1.18B
$182 ﹤0.01%
+4
SLVR
2183
Sprott Silver Miners & Physical Silver ETF
SLVR
$801M
$182 ﹤0.01%
+3
CECO icon
2184
Ceco Environmental
CECO
$2.85B
$179 ﹤0.01%
+3
EBC icon
2185
Eastern Bankshares
EBC
$4.15B
$176 ﹤0.01%
+9
ST icon
2186
Sensata Technologies
ST
$7.79B
$176 ﹤0.01%
+5
CNXN icon
2187
PC Connection
CNXN
$1.82B
$175 ﹤0.01%
+3
OIS icon
2188
Oil States International
OIS
$507M
$175 ﹤0.01%
+15
LEU icon
2189
Centrus Energy
LEU
$3.57B
$174 ﹤0.01%
+1
SWX icon
2190
Southwest Gas
SWX
$6.23B
$174 ﹤0.01%
+2
RIOT icon
2191
Riot Platforms
RIOT
$10.5B
$173 ﹤0.01%
+14
AVPT icon
2192
AvePoint
AVPT
$2.27B
$171 ﹤0.01%
+18
QCRH icon
2193
QCR Holdings
QCRH
$1.53B
$171 ﹤0.01%
+2
UVE icon
2194
Universal Insurance Holdings
UVE
$996M
$171 ﹤0.01%
+5
VSTM icon
2195
Verastem
VSTM
$318M
$170 ﹤0.01%
+32
SLS icon
2196
SELLAS Life Sciences
SLS
$1.52B
$169 ﹤0.01%
+40
CPS icon
2197
Cooper-Standard Automotive
CPS
$551M
$167 ﹤0.01%
+6
ARQT icon
2198
Arcutis Biotherapeutics
ARQT
$2.6B
$165 ﹤0.01%
+7
SVRA icon
2199
Savara
SVRA
$1.08B
$164 ﹤0.01%
+30
BRBR icon
2200
BellRing Brands
BRBR
$1.03B
$161 ﹤0.01%
+10