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
FIBK icon
2226
First Interstate BancSystem
FIBK
$3.22B
$30 ﹤0.01%
+1
ARQT icon
2227
Arcutis Biotherapeutics
ARQT
$3.1B
$29 ﹤0.01%
+2
ALHC icon
2228
Alignment Healthcare
ALHC
$3.37B
$29 ﹤0.01%
+2
SPTI icon
2229
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.25B
$28 ﹤0.01%
+1
BAND icon
2230
Bandwidth Inc
BAND
$493M
$28 ﹤0.01%
+2
APPN icon
2231
Appian
APPN
$2.22B
$28 ﹤0.01%
+1
MAGN
2232
Magnera Corp
MAGN
$324M
$27 ﹤0.01%
+2
WT icon
2233
WisdomTree
WT
$1.76B
$27 ﹤0.01%
+2
THR icon
2234
Thermon Group Holdings
THR
$950M
$26 ﹤0.01%
+1
SMMT icon
2235
Summit Therapeutics
SMMT
$14.1B
$26 ﹤0.01%
+1
FFWM icon
2236
First Foundation Inc
FFWM
$451M
$26 ﹤0.01%
+5
OCUL icon
2237
Ocular Therapeutix
OCUL
$2.47B
$25 ﹤0.01%
+2
GTX icon
2238
Garrett Motion
GTX
$3.29B
$25 ﹤0.01%
+2
PRA icon
2239
ProAssurance
PRA
$1.23B
$24 ﹤0.01%
+1
BFST icon
2240
Business First Bancshares
BFST
$726M
$24 ﹤0.01%
+1
ARIS
2241
DELISTED
Aris Water Solutions
ARIS
$24 ﹤0.01%
+1
AUPH icon
2242
Aurinia Pharmaceuticals
AUPH
$1.73B
$23 ﹤0.01%
+2
SGHC icon
2243
SGHC Ltd
SGHC
$5.46B
$22 ﹤0.01%
+2
RXRX icon
2244
Recursion Pharmaceuticals
RXRX
$2.41B
$22 ﹤0.01%
+4
WULF icon
2245
TeraWulf
WULF
$6.36B
$21 ﹤0.01%
+4
PCY icon
2246
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$21 ﹤0.01%
+1
VRNT icon
2247
Verint Systems
VRNT
$1.23B
$20 ﹤0.01%
+1
PL icon
2248
Planet Labs
PL
$4.14B
$20 ﹤0.01%
+3
STR
2249
DELISTED
Sitio Royalties
STR
$19 ﹤0.01%
+1
SRPT icon
2250
Sarepta Therapeutics
SRPT
$2.51B
$19 ﹤0.01%
+1