TWCA
Two West Capital Advisors Portfolio holdings
AUM
$153M
1-Year Return
11.66%
This Quarter Return
+7.33%
1 Year Return
+11.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$32.9M
(+28%)
Cap. Flow
+$17.4M
Cap. Flow
% of AUM
11.38%
Top 10 Holdings %
Top 10 Hldgs %
64.17%
Holding
95
New
16
Increased
50
Reduced
22
Closed
4
Top Buys
| 1 |
Vanguard Total World Bond ETF
BNDW
|
$2.39M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$1.8M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$1.66M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.59M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$984K |
Top Sells
Sector Composition
| 1 | Financials | 1.53% |
| 2 | Technology | 0.99% |
| 3 | Consumer Discretionary | 0.64% |
| 4 | Consumer Staples | 0.3% |
| 5 | Industrials | 0.18% |
