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Portfolio (Quarterly) Guide ↗

Two West Capital Advisors LLC

· CIK 0002026617
13F Portfolio $189M AUM 96 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 61 Added 17 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 OEF ISHARES TR 4,216 $1.4M 0.84% SOLD
2 INDIVIOR PLC 10,500 $377K 0.22% SOLD
3 BLACKROCK ETF TRUST 5,081 $376K 0.22% SOLD
4 ITA ISHARES TR 1,413 $303K 0.18% SOLD
5 SUSC ISHARES TR 12,569 $294K 0.17% SOLD
6 EMB ISHARES TR 2,957 $285K 0.17% SOLD
7 DSI ISHARES TR 1,964 $253K 0.15% SOLD
8 ITOT ISHARES TR 1,676 $249K 0.14% SOLD
9 IXN ISHARES TR 2,364 $248K 0.14% SOLD
10 SCHQ SCHWAB STRATEGIC TR 7,231 $229K 0.13% SOLD
Sector Allocation
Technology 42.5%
Consumer Cyclical 20.1%
Consumer Defensive 11.0%
Communication Services 7.4%
Financial Services 6.6%
Healthcare 6.4%
Industrials 6.1%