Two West Capital Advisors LLC Portfolio Holdings by Sector

Two West Capital Advisors LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU BNDW DFAC DFAI SCHP DFAE IVV IUSB 70 stocks	$139 Million 95.91% of portfolio	53	17	11	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.33 Million 1.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$531,317 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$519,874 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$498,687 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$486,793 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$459,066 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$330,033 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$277,582 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$267,980 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services DNP 1 stocks	$121,274 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials MVST 1 stocks	$120,282 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts

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