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
51
$281K 0.27%
+1,926
52
$269K 0.26%
+2,620
53
$268K 0.26%
+2,592
54
$258K 0.25%
+1,143
55
$256K 0.24%
+1,407
56
$250K 0.24%
+4,169
57
$246K 0.23%
+3,317
58
$239K 0.23%
+2,465
59
$230K 0.22%
+4,612
60
$219K 0.21%
+818
61
$213K 0.2%
+3,977
62
$208K 0.2%
+1,383
63
$204K 0.2%
+3,987
64
$204K 0.19%
+5,729
65
$169K 0.16%
+10,500
66
$16.6K 0.02%
+36,339
1 2
3