TWCA
Two West Capital Advisors Portfolio holdings
AUM
$153M
1-Year Est. Return
11.66%
1 Year Est. Return
+11.66%
AUM
$120M
AUM Growth
+$3.04M
(+2.6%)
Holding
82
Top Buys
| 1 | +$1.51M | |
| 2 | +$765K | |
| 3 | +$756K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$628K |
| 5 |
Dimensional Global Credit ETF
DGCB
|
+$561K |
Top Sells
| 1 | +$334K | |
| 2 | +$286K | |
| 3 | +$218K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$210K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Industrial Select Sector SPDR Fund
XLI
$24B
| $200K | 0.17% |
+1,595
|
|
||
77
DNP Select Income Fund
DNP
$3.79B
| $115K | 0.1% |
+12,464
|
|
||
78
Indivior
INDV
$3.16B
| $95.7K | 0.08% |
10,500
|
|
||
79
Microvast
MVST
$1.83B
| $62.9K | 0.05% |
36,339
|
|
||
|
80
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
| – | – |
-4,008
|
|
||
81
Lucid Motors
LCID
$5.78B
| – | – |
-1,200
|
|
||
|
82
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
-2,400
|
|