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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
76
$297K 0.18%
12,742
+1,098
77
$294K 0.18%
2,015
+6
78
$288K 0.17%
1,418
-1,715
79
$287K 0.17%
12,056
+1,468
80
$285K 0.17%
854
81
$277K 0.17%
2,576
82
$268K 0.16%
+1,030
83
$264K 0.16%
10,500
84
$263K 0.16%
1,773
-118
85
$258K 0.16%
1,666
+30
86
$257K 0.16%
2,008
-41
87
$248K 0.15%
3,115
+123
88
$248K 0.15%
5,850
-641
89
$235K 0.14%
4,922
+43
90
$233K 0.14%
+1,962
91
$224K 0.14%
5,930
+29
92
$222K 0.13%
3,618
-275
93
$212K 0.13%
4,370
-106
94
$207K 0.12%
36,339
95
$206K 0.12%
+951
96
$204K 0.12%
+6,196
97
$103K 0.06%
10,036
-2,301
98
– –
-3,870
99
– –
-2,386
1 2 3
4