Two West Capital Advisors LLC Portfolio Holdings

Two West Capital Advisors LLC

  • $105 Billion
  • Q2 2024

Two West Capital Advisors LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $105 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $26.4B, Vanguard Scottsdale Fds Vangua with a value of $10.9B, Dimensional ETF Tr U S Core Eq with a value of $8.67B, Dimensional ETF Tr with a value of $8.35B, and Schwab Strategic Us Tips ETF with a value of $6.82B.

Examining the 13F form we can see an increase of $105B in the current position value.

Two West Capital Advisors LLC is based out at Overland Park, KS

Below you can find more details about Two West Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Billion
ETFs: $96.1 Billion
Financial Services: $1.87 Billion
Technology: $1.41 Billion
Consumer Defensive: $328 Million
Consumer Cyclical: $288 Million
Industrials: $262 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$594B
$1.87 Billion 1.78% of portfolio
4,595
Q2 2024 New
$3.55T
$769 Million 0.73% of portfolio
3,650
Q2 2024 New
$3.21T
$384 Million 0.37% of portfolio
860
Q2 2024 New
$215B
$328 Million 0.31% of portfolio
4,841
Q2 2024 New
$717B
$288 Million 0.27% of portfolio
1,455
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $105 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 66 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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