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
UVSP icon
2226
Univest Financial
UVSP
$823M
$30 ﹤0.01%
+1
ALHC icon
2227
Alignment Healthcare
ALHC
$3.39B
$29 ﹤0.01%
+2
ARQT icon
2228
Arcutis Biotherapeutics
ARQT
$2.5B
$29 ﹤0.01%
+2
APPN icon
2229
Appian
APPN
$2.08B
$28 ﹤0.01%
+1
BAND icon
2230
Bandwidth Inc
BAND
$459M
$28 ﹤0.01%
+2
SPTI icon
2231
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.28B
$28 ﹤0.01%
+1
WT icon
2232
WisdomTree
WT
$1.9B
$27 ﹤0.01%
+2
MAGN
2233
Magnera Corp
MAGN
$324M
$27 ﹤0.01%
+2
THR icon
2234
Thermon Group Holdings
THR
$869M
$26 ﹤0.01%
+1
FFWM icon
2235
First Foundation Inc
FFWM
$442M
$26 ﹤0.01%
+5
SMMT icon
2236
Summit Therapeutics
SMMT
$15.6B
$26 ﹤0.01%
+1
GTX icon
2237
Garrett Motion
GTX
$2.57B
$25 ﹤0.01%
+2
OCUL icon
2238
Ocular Therapeutix
OCUL
$2.51B
$25 ﹤0.01%
+2
ARIS
2239
DELISTED
Aris Water Solutions
ARIS
$24 ﹤0.01%
+1
BFST icon
2240
Business First Bancshares
BFST
$675M
$24 ﹤0.01%
+1
PRA icon
2241
ProAssurance
PRA
$1.24B
$24 ﹤0.01%
+1
AUPH icon
2242
Aurinia Pharmaceuticals
AUPH
$1.52B
$23 ﹤0.01%
+2
RXRX icon
2243
Recursion Pharmaceuticals
RXRX
$2.56B
$22 ﹤0.01%
+4
SGHC icon
2244
SGHC Ltd
SGHC
$6.49B
$22 ﹤0.01%
+2
PCY icon
2245
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.28B
$21 ﹤0.01%
+1
WULF icon
2246
TeraWulf
WULF
$5.71B
$21 ﹤0.01%
+4
PL icon
2247
Planet Labs
PL
$4.04B
$20 ﹤0.01%
+3
VRNT icon
2248
Verint Systems
VRNT
$1.22B
$20 ﹤0.01%
+1
AOK icon
2249
iShares Core Conservative Allocation ETF
AOK
$659M
0
ARKW icon
2250
ARK Web x.0 ETF
ARKW
$2.71B
0