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TWCA

Two West Capital Advisors Portfolio holdings

AUM $189M
1-Year Est. Return 14.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.15M
3
+$959K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$822K
5
IDEF
iShares Defense Industrials Active ETF
IDEF
+$696K

Top Sells

1
+$1.45M
2
+$376K
3
+$321K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$303K
5
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$294K

Sector Composition

1 Technology 1.27%
2 Financials 0.92%
3 Consumer Discretionary 0.63%
4 Consumer Staples 0.33%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAU icon
1
Dimensional US Core Equity Market ETF
DFAU
$11.8B
$38.9M 20.6%
791,906
+4,440
BNDW icon
2
Vanguard Total World Bond ETF
BNDW
$1.87B
$17.4M 9.2%
254,869
+4,654
DFAC icon
3
Dimensional US Core Equity 2 ETF
DFAC
$45.7B
$14.4M 7.61%
342,233
+10,105
DFAI icon
4
Dimensional International Core Equity Market ETF
DFAI
$16.2B
$11.1M 5.86%
275,554
+394
SCHP icon
5
Schwab US TIPS ETF
SCHP
$15.6B
$9.46M 5.01%
352,559
+13,131
DFAE icon
6
Dimensional Emerging Core Equity Market ETF
DFAE
$9.21B
$5.7M 3.02%
152,642
-3,325
IVV icon
7
iShares Core S&P 500 ETF
IVV
$821B
$5.53M 2.93%
7,741
+1,688
IUSB icon
8
iShares Core Universal USD Bond ETF
IUSB
$41.5B
$3.92M 2.08%
84,921
+17,648
DFIC icon
9
Dimensional International Core Equity 2 ETF
DFIC
$13.9B
$3.64M 1.93%
99,534
+45
DUHP icon
10
Dimensional US High Profitability ETF
DUHP
$11.9B
$3.5M 1.85%
89,797
-386
DFSV icon
11
Dimensional US Small Cap Value ETF
DFSV
$7.7B
$3.43M 1.82%
92,610
+725
IVE icon
12
iShares S&P 500 Value ETF
IVE
$47.3B
$2.55M 1.35%
11,553
+743
IVW icon
13
iShares S&P 500 Growth ETF
IVW
$71.4B
$2.53M 1.34%
19,671
+3,690
DYNF icon
14
BlackRock US Equity Factor Rotation ETF
DYNF
$35.6B
$2.48M 1.31%
39,078
+1,447
VUSB icon
15
Vanguard Ultra-Short Bond ETF
VUSB
$8.8B
$2.26M 1.2%
45,483
+1,319
IEMG icon
16
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$2.19M 1.16%
28,469
+3,497
DFGP icon
17
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.57B
$2.13M 1.13%
39,326
+3,411
EFV icon
18
iShares MSCI EAFE Value ETF
EFV
$26.2B
$1.8M 0.95%
23,696
+3,321
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.04T
$1.74M 0.92%
3,654
-365
BDYN
20
iShares Dynamic Equity Active ETF
BDYN
$2.83B
$1.72M 0.91%
66,039
+1,228
DGCB icon
21
Dimensional Global Credit ETF
DGCB
$1.03B
$1.67M 0.88%
30,696
+2,355
IGEB icon
22
iShares Investment Grade Systematic Bond ETF
IGEB
$1.35B
$1.56M 0.82%
34,553
+1,414
MUB icon
23
iShares National Muni Bond ETF
MUB
$45.2B
$1.55M 0.82%
14,435
+4,169
SCHG icon
24
Schwab US Large-Cap Growth ETF
SCHG
$57.2B
$1.51M 0.8%
46,309
-4,680
EFG icon
25
iShares MSCI EAFE Growth ETF
EFG
$16.1B
$1.48M 0.78%
12,722
+8,151
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