Two-West-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "MUB",
  null,
  null,
  "MVST",
  "IVW",
  null,
  null,
  null,
  null,
  "MSFT",
  "EFG",
  null,
  null,
  "DNP",
  "IEMG",
  "IVV",
  "AAPL",
  null,
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  null,
  "INDV.L",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "BSV",
  "VOO",
  "VUSB",
  "WMT",
  null,
  "SCHG",
  null,
  null,
  null,
  "MTUM",
  null,
  "DGRO",
  "ESGU",
  "BRK-B",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "TSLA",
  null,
  null,
  null,
  "XLK",
  "ITOT",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 79
Total Value: 119708601
Accession Number: 0001085146-25-002118
Form Type: 13F-HR
CIK: two-west-capital-advisors
Manager Name: Two-West-Capital-Advisors

Data Enrichment

38% identified

30 identified49 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

79 positions • $119.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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46435G219

Shares:20.1K

Value:$877.4K

% of Portfolio:0.7% ($877.4K/$119.7M)

25434V781

Shares:30.9K

Value:$872.0K

% of Portfolio:0.7% ($872.0K/$119.7M)

09290C103

Shares:18.2K

Value:$850.8K

% of Portfolio:0.7% ($850.8K/$119.7M)

25434V864

Shares:17.8K

Value:$839.1K

% of Portfolio:0.7% ($839.1K/$119.7M)

46432F842

IEFA|46432F842

Shares:11.3K

Value:$826.7K

% of Portfolio:0.7% ($826.7K/$119.7M)

464288588

Shares:8.9K

Value:$815.7K

% of Portfolio:0.7% ($815.7K/$119.7M)

25434V732

Shares:32.1K

Value:$813.1K

% of Portfolio:0.7% ($813.1K/$119.7M)

464288885

EFG|464288885

Shares:7.9K

Value:$770.0K

% of Portfolio:0.6% ($770.0K/$119.7M)

46435G425

ESGU|46435G425

Shares:6.4K

Value:$748.0K

% of Portfolio:0.6% ($748.0K/$119.7M)

25434V872

Shares:16.3K

Value:$669.8K

% of Portfolio:0.6% ($669.8K/$119.7M)

921937827

BSV|921937827

Shares:8.5K

Value:$660.6K

% of Portfolio:0.6% ($660.6K/$119.7M)

46429B655

Shares:12.9K

Value:$651.0K

% of Portfolio:0.5% ($651.0K/$119.7M)

464287408

IVE|464287408

Shares:3.4K

Value:$601.6K

% of Portfolio:0.5% ($601.6K/$119.7M)

464288877

Shares:10.1K

Value:$570.5K

% of Portfolio:0.5% ($570.5K/$119.7M)

81369Y605

Shares:11.4K

Value:$533.6K

% of Portfolio:0.4% ($533.6K/$119.7M)

464287242

Shares:4.8K

Value:$503.7K

% of Portfolio:0.4% ($503.7K/$119.7M)

46435G474

Shares:19.0K

Value:$487.4K

% of Portfolio:0.4% ($487.4K/$119.7M)

Apple Inc.

AAPL|037833100

Shares:2.4K

Value:$465.9K

% of Portfolio:0.4% ($465.9K/$119.7M)

25434V757

Shares:19.2K

Value:$464.3K

% of Portfolio:0.4% ($464.3K/$119.7M)

46434V407

Shares:10.9K

Value:$451.9K

% of Portfolio:0.4% ($451.9K/$119.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G219)✕	20.1K	QoQ +23.84% (+3.9K) YoY-	All Managers (Combined)	$877.4K	0.7% ($877.4K/$119.7M)	QoQ +21.85% (+$157.4K) YoY-
(cusip25434V781)✕	30.9K	QoQ +6.39% (+1.9K) YoY-	All Managers (Combined)	$872.0K	0.7% ($872.0K/$119.7M)	QoQ +13.15% (+$101.4K) YoY-
(cusip09290C103)✕	18.2K	QoQ +33.39% (+4.6K) YoY-	All Managers (Combined)	$850.8K	0.7% ($850.8K/$119.7M)	QoQ +21.50% (+$150.6K) YoY-
(cusip25434V864)✕	17.8K	QoQ -7.73% (-1.5K) YoY-	All Managers (Combined)	$839.1K	0.7% ($839.1K/$119.7M)	QoQ -7.32% (-$66.3K) YoY-
(IEFAcusip46432F842)	11.3K	QoQ -3.69% (-432) YoY-	All Managers (Combined)	$826.7K	0.7% ($826.7K/$119.7M)	QoQ +0.54% (-$4.5K) YoY-
(cusip464288588)✕	8.9K	QoQ -21.09% (-2.4K) YoY-	All Managers (Combined)	$815.7K	0.7% ($815.7K/$119.7M)	QoQ -20.88% (-$215.4K) YoY-
(cusip25434V732)✕	32.1K	QoQ +15.52% (+4.3K) YoY-	All Managers (Combined)	$813.1K	0.7% ($813.1K/$119.7M)	QoQ +11.60% (+$84.5K) YoY-
(EFGcusip464288885)	7.9K	QoQ -19.76% (-1.9K) YoY-	All Managers (Combined)	$770.0K	0.6% ($770.0K/$119.7M)	QoQ -19.22% (-$183.3K) YoY-
(ESGUcusip46435G425)	6.4K	QoQ +2.62% (-165) YoY-	All Managers (Combined)	$748.0K	0.6% ($748.0K/$119.7M)	QoQ -7.49% (-$60.6K) YoY-
(cusip25434V872)✕	16.3K	QoQ -18.09% (-3.6K) YoY-	All Managers (Combined)	$669.8K	0.6% ($669.8K/$119.7M)	QoQ -18.35% (-$150.5K) YoY-
(BSVcusip921937827)	8.5K	QoQ +0.92% (+78) YoY-	All Managers (Combined)	$660.6K	0.6% ($660.6K/$119.7M)	QoQ +1.55% (+$10.1K) YoY-
(cusip46429B655)✕	12.9K	QoQ +1.57% (+200) YoY-	All Managers (Combined)	$651.0K	0.5% ($651.0K/$119.7M)	QoQ +0.51% (+$3.3K) YoY-
(IVEcusip464287408)	3.4K	QoQ +86.92% (+1.6K) YoY-	All Managers (Combined)	$601.6K	0.5% ($601.6K/$119.7M)	QoQ +74.61% (+$257.1K) YoY-
(cusip464288877)✕	10.1K	QoQ -3.47% (-363) YoY-	All Managers (Combined)	$570.5K	0.5% ($570.5K/$119.7M)	QoQ +4.12% (-$22.6K) YoY-
(cusip81369Y605)✕	11.4K	QoQ +31.56% (+2.7K) YoY-	All Managers (Combined)	$533.6K	0.4% ($533.6K/$119.7M)	QoQ +27.04% (+$113.6K) YoY-
(cusip464287242)✕	4.8K	QoQ -4.88% (-246) YoY-	All Managers (Combined)	$503.7K	0.4% ($503.7K/$119.7M)	QoQ -6.32% (-$34.0K) YoY-
(cusip46435G474)✕	19.0K	QoQ +2.17% (-404) YoY-	All Managers (Combined)	$487.4K	0.4% ($487.4K/$119.7M)	QoQ -1.72% (-$8.6K) YoY-
Apple Inc.(AAPLcusip037833100)	2.4K	QoQ -41.74% (-1.7K) YoY-	All Managers (Combined)	$465.9K	0.4% ($465.9K/$119.7M)	QoQ -53.89% (-$544.7K) YoY-
(cusip25434V757)✕	19.2K	QoQ +8.49% (+1.5K) YoY-	All Managers (Combined)	$464.3K	0.4% ($464.3K/$119.7M)	QoQ +6.03% (+$26.4K) YoY-
(cusip46434V407)✕	10.9K	QoQ +17.12% (+1.6K) YoY-	All Managers (Combined)	$451.9K	0.4% ($451.9K/$119.7M)	QoQ +13.61% (+$54.1K) YoY-