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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
1
$36.8M 22.24%
793,114
+1,171
2
$16.6M 9.99%
235,708
+13,611
3
$12.7M 7.7%
326,300
+6,720
4
$10.2M 6.13%
275,501
+991
5
$8.78M 5.3%
324,144
-5,241
6
$5.11M 3.09%
157,036
-5,569
7
$3.98M 2.4%
5,845
+502
8
$3.35M 2.02%
87,792
+2,359
9
$3.33M 2.01%
100,483
+3,716
10
$3.12M 1.89%
66,315
-4,845
11
$2.82M 1.7%
87,758
+3,334
12
$2.17M 1.31%
11,019
-2,547
13
$2.17M 1.31%
4,402
-413
14
$2.05M 1.24%
34,158
+4,404
15
$2.02M 1.22%
40,474
-1,224
16
$1.85M 1.12%
15,100
+332
17
$1.72M 1.04%
30,953
+4,728
18
$1.57M 0.95%
22,915
-2,240
19
$1.54M 0.93%
47,002
+4,697
20
$1.48M 0.89%
7,046
+314
21
$1.37M 0.83%
29,480
+6,581
22
$1.35M 0.81%
24,266
+3,212
23
$1.34M 0.81%
13,994
+313
24
$1.23M 0.74%
18,070
+1,797
25
$1.18M 0.71%
3,473
+1,349
1
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