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 56 stocks	$107 Million 95.59% of portfolio	40	16	7	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.84 Million 1.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.01 Million 0.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA LCID 2 stocks	$631,847 0.57% of portfolio	2	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$444,703 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$418,005 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$262,185 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$247,029 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials MVST 1 stocks	$75,222 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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