TWCA

Two West Capital Advisors Portfolio holdings

AUM $166M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$765K
3
+$756K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$628K
5
DGCB icon
Dimensional Global Credit ETF
DGCB
+$561K

Top Sells

1
+$334K
2
+$286K
3
+$218K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$210K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$200K

Sector Composition

1 Financials 1.81%
2 Technology 0.66%
3 Consumer Discretionary 0.37%
4 Consumer Staples 0.36%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$325K 0.27%
836
-156
52
$315K 0.26%
1,590
-399
53
$307K 0.26%
2,260
+592
54
$306K 0.26%
12,380
+2,187
55
$297K 0.25%
5,511
+479
56
$292K 0.24%
+2,936
57
$287K 0.24%
6,983
-2,922
58
$271K 0.23%
1,428
+57
59
$262K 0.22%
535
+1
60
$261K 0.22%
+1,004
61
$259K 0.22%
+5,016
62
$251K 0.21%
5,226
+209
63
$244K 0.2%
4,423
+541
64
$236K 0.2%
1,202
+34
65
$235K 0.2%
1,732
-299
66
$226K 0.19%
3,875
-2,318
67
$225K 0.19%
9,922
-4,679
68
$223K 0.19%
852
69
$218K 0.18%
1,878
-6
70
$215K 0.18%
+6,025
71
$213K 0.18%
+4,095
72
$211K 0.18%
+3,454
73
$209K 0.17%
+2,325
74
$209K 0.17%
2,854
-318
75
$208K 0.17%
+4,623
1 2
3
4