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 DFAI DFAC SCHP DFAE IVV DUHP 54 stocks	$114 Million 96.15% of portfolio	32	21	6	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.01 Million 1.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$864,526 0.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$390,911 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$381,943 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$365,520 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$275,997 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$256,368 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials MVST 1 stocks	$9,067 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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