TWCA
Two West Capital Advisors Portfolio holdings
AUM
$153M
This Quarter Return
+5.47%
1 Year Return
+11.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+18%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
10.61%
Top 10 Holdings %
Top 10 Hldgs %
72.39%
Holding
74
New
8
Increased
32
Reduced
25
Closed
5
Top Buys
Top Sells
| 1 |
First Solar
FSLR
|
$258K |
| 2 |
CBIZ
CBZ
|
$246K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$239K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$213K |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$204K |
Sector Composition
| 1 | Financials | 1.63% |
| 2 | Technology | 1% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Consumer Staples | 0.32% |
| 5 | Industrials | 0.22% |
