We are live on ! Find out more
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
$166M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$731K
3
+$468K
4
OEF icon
iShares S&P 100 ETF
OEF
+$429K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$323K

Top Sells

1
+$478K
2
+$379K
3
+$314K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$257K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$224K

Sector Composition

1 Financials 1.31%
2 Technology 1.15%
3 Consumer Discretionary 0.71%
4 Consumer Staples 0.31%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.68%
7,569
+371
27
$1.11M 0.67%
30,726
-108
28
$1.1M 0.66%
35,393
+401
29
$1.09M 0.66%
32,878
+381
30
$1.07M 0.65%
9,947
+2,659
31
$1.03M 0.62%
9,864
+1,378
32
$983K 0.59%
11,083
-749
33
$963K 0.58%
19,048
+442
34
$775K 0.47%
2,948
+464
35
$757K 0.46%
13,137
36
$746K 0.45%
+28,977
37
$744K 0.45%
6,370
-3,404
38
$744K 0.45%
14,383
+369
39
$738K 0.45%
17,107
+2,595
40
$716K 0.43%
13,402
+1,093
41
$683K 0.41%
17,808
+811
42
$648K 0.39%
12,700
+106
43
$643K 0.39%
13,297
-203
44
$622K 0.38%
1,434
-211
45
$614K 0.37%
19,348
-51
46
$594K 0.36%
4,046
+690
47
$593K 0.36%
1,132
+161
48
$578K 0.35%
16,176
+9,194
49
$577K 0.35%
5,921
+67
50
$571K 0.34%
5,063
-206
1
2
3 4