TWCA
Two West Capital Advisors Portfolio holdings
AUM
$153M
1-Year Return
11.66%
This Quarter Return
+1.12%
1 Year Return
+11.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.1%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
$26.4M |
| 2 |
Vanguard Total World Bond ETF
BNDW
|
$10.9M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$8.67M |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
$8.35M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$6.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.78% |
| 2 | Technology | 1.35% |
| 3 | Consumer Staples | 0.31% |
| 4 | Consumer Discretionary | 0.29% |
| 5 | Industrials | 0.23% |
