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 72 stocks	$153 Million 95.79% of portfolio	47	23	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.02 Million 1.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$802,685 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$663,763 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$654,792 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$538,113 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$533,713 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$494,186 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$330,767 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts

Conglomerates \| Industrials MMM 1 stocks	$309,989 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$247,747 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials MVST 1 stocks	$101,749 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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