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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
$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
51
$551K 0.33%
16,617
+110
52
$550K 0.33%
10,365
+778
53
$539K 0.33%
16,909
-225
54
$534K 0.32%
6,903
+2,081
55
$533K 0.32%
2,862
+56
56
$526K 0.32%
2,060
+49
57
$510K 0.31%
7,419
-2,151
58
$506K 0.31%
4,767
+57
59
$494K 0.3%
6,244
+596
60
$471K 0.28%
+18,766
61
$443K 0.27%
10,254
-89
62
$437K 0.26%
4,663
+100
63
$384K 0.23%
5,191
-97
64
$382K 0.23%
7,191
+62
65
$370K 0.22%
594
66
$370K 0.22%
13,356
+73
67
$361K 0.22%
5,202
+351
68
$352K 0.21%
12,680
+531
69
$352K 0.21%
1,569
+143
70
$351K 0.21%
4,228
+53
71
$327K 0.2%
4,706
+279
72
$325K 0.2%
1,931
+96
73
$318K 0.19%
+2,990
74
$314K 0.19%
3,260
+48
75
$297K 0.18%
+2,861
1 2
3
4