TWCA
Two West Capital Advisors Portfolio holdings
AUM
$153M
1-Year Return
11.66%
This Quarter Return
-0.55%
1 Year Return
+11.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$3.04M
(+2.6%)
Cap. Flow
+$8.4M
Cap. Flow
% of AUM
7.02%
Top 10 Holdings %
Top 10 Hldgs %
68.13%
Holding
82
New
10
Increased
46
Reduced
20
Closed
3
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$334K |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$286K |
| 3 |
iShares MBS ETF
MBB
|
$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% |
