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 DUHP 62 stocks	$109 Million 96.11% of portfolio	47	15	8	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.17 Million 1.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$465,914 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$434,222 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$382,719 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$324,862 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$235,462 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$223,102 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services DNP 1 stocks	$115,293 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials MVST 1 stocks	$62,866 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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