TWCA

Two West Capital Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 11.66%
This Quarter Est. Return
1 Year Est. Return
+11.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$10.9M
3
+$8.67M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$8.35M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.82M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.78%
2 Technology 1.35%
3 Consumer Staples 0.31%
4 Consumer Discretionary 0.29%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$686K 0.65%
+25,496
27
$681K 0.65%
+1,362
28
$642K 0.61%
+14,479
29
$631K 0.6%
+8,224
30
$628K 0.6%
+12,300
31
$589K 0.56%
+22,027
32
$576K 0.55%
+6,226
33
$529K 0.5%
+10,442
34
$493K 0.47%
+10,479
35
$484K 0.46%
+19,044
36
$472K 0.45%
+10,047
37
$459K 0.44%
+20,315
38
$432K 0.41%
+10,589
39
$418K 0.4%
+16,080
40
$384K 0.37%
+860
41
$369K 0.35%
+13,408
42
$328K 0.31%
+4,841
43
$320K 0.31%
+1,414
44
$308K 0.29%
+5,849
45
$306K 0.29%
+5,863
46
$303K 0.29%
+2,838
47
$296K 0.28%
+7,530
48
$295K 0.28%
+2,484
49
$288K 0.27%
+1,455
50
$286K 0.27%
+3,455
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