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
FXG icon
2176
First Trust Consumer Staples AlphaDEX Fund
FXG
$270M
$60 ﹤0.01%
+1
BHRB icon
2177
Burke & Herbert Financial Services Corp
BHRB
$885M
$60 ﹤0.01%
+1
SPB icon
2178
Spectrum Brands
SPB
$1.3B
$57 ﹤0.01%
+1
EFSC icon
2179
Enterprise Financial Services Corp
EFSC
$1.94B
$57 ﹤0.01%
+1
CWAN icon
2180
Clearwater Analytics
CWAN
$5.38B
$57 ﹤0.01%
+3
CIFR icon
2181
Cipher Mining
CIFR
$7.33B
$57 ﹤0.01%
+12
PHR icon
2182
Phreesia
PHR
$1.36B
$56 ﹤0.01%
+2
DFIN icon
2183
Donnelley Financial Solutions
DFIN
$1.22B
$56 ﹤0.01%
+1
TWST icon
2184
Twist Bioscience
TWST
$1.99B
$55 ﹤0.01%
+2
STAA icon
2185
STAAR Surgical
STAA
$1.28B
$55 ﹤0.01%
+2
AMPX icon
2186
Amprius Technologies
AMPX
$1.76B
$54 ﹤0.01%
+7
NCNO icon
2187
nCino
NCNO
$3.09B
$53 ﹤0.01%
+2
TARS icon
2188
Tarsus Pharmaceuticals
TARS
$2.9B
$51 ﹤0.01%
+1
JMST icon
2189
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.67B
$51 ﹤0.01%
+1
SKWD icon
2190
Skyward Specialty Insurance
SKWD
$1.85B
$49 ﹤0.01%
+1
OPRX icon
2191
OptimizeRx
OPRX
$380M
$49 ﹤0.01%
+3
FBK icon
2192
FB Financial Corp
FBK
$2.89B
$49 ﹤0.01%
+1
PRAX icon
2193
Praxis Precision Medicines
PRAX
$4.95B
$48 ﹤0.01%
+1
CSV icon
2194
Carriage Services
CSV
$702M
$48 ﹤0.01%
+1
HUN icon
2195
Huntsman Corp
HUN
$1.44B
$47 ﹤0.01%
+5
ALT icon
2196
Altimmune
ALT
$357M
$47 ﹤0.01%
+13
IMVT icon
2197
Immunovant
IMVT
$4.3B
$46 ﹤0.01%
+3
STNG icon
2198
Scorpio Tankers
STNG
$3.19B
$45 ﹤0.01%
+1
HGV icon
2199
Hilton Grand Vacations
HGV
$3.55B
$45 ﹤0.01%
+1
TNK icon
2200
Teekay Tankers
TNK
$2.11B
$44 ﹤0.01%
+1