TPWA

Twin Peaks Wealth Advisors Portfolio holdings

AUM $309M
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
FXG icon
2176
First Trust Consumer Staples AlphaDEX Fund
FXG
$281M
$60 ﹤0.01%
+1
NSA icon
2177
National Storage Affiliates Trust
NSA
$2.48B
$60 ﹤0.01%
+2
CIFR icon
2178
Cipher Mining
CIFR
$7.38B
$57 ﹤0.01%
+12
CWAN icon
2179
Clearwater Analytics
CWAN
$5.25B
$57 ﹤0.01%
+3
EFSC icon
2180
Enterprise Financial Services Corp
EFSC
$1.96B
$57 ﹤0.01%
+1
SPB icon
2181
Spectrum Brands
SPB
$1.3B
$57 ﹤0.01%
+1
DFIN icon
2182
Donnelley Financial Solutions
DFIN
$1.42B
$56 ﹤0.01%
+1
PHR icon
2183
Phreesia
PHR
$1.34B
$56 ﹤0.01%
+2
STAA icon
2184
STAAR Surgical
STAA
$1.24B
$55 ﹤0.01%
+2
TWST icon
2185
Twist Bioscience
TWST
$1.7B
$55 ﹤0.01%
+2
AMPX icon
2186
Amprius Technologies
AMPX
$1.48B
$54 ﹤0.01%
+7
NCNO icon
2187
nCino
NCNO
$2.75B
$53 ﹤0.01%
+2
JMST icon
2188
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
$51 ﹤0.01%
+1
TARS icon
2189
Tarsus Pharmaceuticals
TARS
$3.08B
$51 ﹤0.01%
+1
FBK icon
2190
FB Financial Corp
FBK
$2.79B
$49 ﹤0.01%
+1
OPRX icon
2191
OptimizeRx
OPRX
$363M
$49 ﹤0.01%
+3
SKWD icon
2192
Skyward Specialty Insurance
SKWD
$1.87B
$49 ﹤0.01%
+1
PRAX icon
2193
Praxis Precision Medicines
PRAX
$4B
$48 ﹤0.01%
+1
CSV icon
2194
Carriage Services
CSV
$698M
$48 ﹤0.01%
+1
ALT icon
2195
Altimmune
ALT
$338M
$47 ﹤0.01%
+13
HUN icon
2196
Huntsman Corp
HUN
$1.43B
$47 ﹤0.01%
+5
IMVT icon
2197
Immunovant
IMVT
$3.05B
$46 ﹤0.01%
+3
HGV icon
2198
Hilton Grand Vacations
HGV
$3.83B
$45 ﹤0.01%
+1
STNG icon
2199
Scorpio Tankers
STNG
$2.93B
$45 ﹤0.01%
+1
ASTE icon
2200
Astec Industries
ASTE
$1.06B
$44 ﹤0.01%
+1