TWCA
Two West Capital Advisors Portfolio holdings
AUM
$172M
1-Year Est. Return
14.8%
This Fund
S&P 500
1 Year Est. Return
+14.8%
AUM
$172M
AUM Growth
+$6.45M
(+3.9%)
Holding
101
Top Buys
| 1 | +$997K | |
| 2 | +$918K | |
| 3 | +$798K | |
| 4 |
BDVL
iShares Disciplined Volatility Equity Active ETF
BDVL
|
+$670K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$464K |
Top Sells
| 1 | +$993K | |
| 2 | +$370K | |
| 3 | +$297K | |
| 4 |
iShares US Technology ETF
IYW
|
+$288K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$264K |
Sector Composition
| 1 | Financials | 1.17% |
| 2 | Technology | 1.17% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Consumer Staples | 0.31% |
| 5 | Healthcare | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares US Treasury Bond ETF
GOVT
$35.4B
| – | – |
-12,742
|
|