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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Walmart Inc.

WMT|931142103

Shares:4.7K

Value:$434.2K

% of Portfolio:0.4% ($434.2K/$119.7M)

25434V880

DFAX|25434V880

Shares:17.1K

Value:$433.3K

% of Portfolio:0.4% ($433.3K/$119.7M)

25434V740

Shares:16.4K

Value:$418.3K

% of Portfolio:0.3% ($418.3K/$119.7M)

464288414

MUB|464288414

Shares:4.1K

Value:$415.8K

% of Portfolio:0.3% ($415.8K/$119.7M)

Tesla, Inc.

TSLA|88160R101

Shares:1.5K

Value:$382.7K

% of Portfolio:0.3% ($382.7K/$119.7M)

464288356

Shares:7.0K

Value:$382.2K

% of Portfolio:0.3% ($382.2K/$119.7M)

464287457

Shares:4.5K

Value:$369.2K

% of Portfolio:0.3% ($369.2K/$119.7M)

464288646

Shares:7.1K

Value:$367.4K

% of Portfolio:0.3% ($367.4K/$119.7M)

81369Y209

Shares:2.6K

Value:$360.0K

% of Portfolio:0.3% ($360.0K/$119.7M)

092528603

Shares:6.6K

Value:$339.4K

% of Portfolio:0.3% ($339.4K/$119.7M)

MICROSOFT CORP

MSFT|594918104

Shares:836

Value:$324.9K

% of Portfolio:0.3% ($324.9K/$119.7M)

81369Y803

XLK|81369Y803

Shares:1.6K

Value:$315.4K

% of Portfolio:0.3% ($315.4K/$119.7M)

464287721

Shares:2.3K

Value:$306.6K

% of Portfolio:0.3% ($306.6K/$119.7M)

25434V658

Shares:12.4K

Value:$305.7K

% of Portfolio:0.3% ($305.7K/$119.7M)

46434G764

EMXC|46434G764

Shares:5.5K

Value:$296.9K

% of Portfolio:0.2% ($296.9K/$119.7M)

464288653

Shares:2.9K

Value:$292.0K

% of Portfolio:0.2% ($292.0K/$119.7M)

25434V856

Shares:7.0K

Value:$287.3K

% of Portfolio:0.2% ($287.3K/$119.7M)

81369Y407

Shares:1.4K

Value:$271.0K

% of Portfolio:0.2% ($271.0K/$119.7M)

922908363

VOO|922908363

Shares:535

Value:$262.5K

% of Portfolio:0.2% ($262.5K/$119.7M)

464287101

Shares:1.0K

Value:$261.3K

% of Portfolio:0.2% ($261.3K/$119.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	4.7K	QoQ -4.93% (-243) YoY-	All Managers (Combined)	$434.2K	0.4% ($434.2K/$119.7M)	QoQ -2.35% (-$10.5K) YoY-
(DFAXcusip25434V880)	17.1K	QoQ -6.93% (-1.3K) YoY-	All Managers (Combined)	$433.3K	0.4% ($433.3K/$119.7M)	QoQ -5.32% (-$24.4K) YoY-
(cusip25434V740)✕	16.4K	QoQ +8.38% (+1.3K) YoY-	All Managers (Combined)	$418.3K	0.3% ($418.3K/$119.7M)	QoQ +5.57% (+$22.1K) YoY-
(MUBcusip464288414)	4.1K	QoQ +84.97% (+1.9K) YoY-	All Managers (Combined)	$415.8K	0.3% ($415.8K/$119.7M)	QoQ +77.65% (+$181.8K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.5K	QoQ +2.84% (-42) YoY-	All Managers (Combined)	$382.7K	0.3% ($382.7K/$119.7M)	QoQ -35.74% (-$212.9K) YoY-
(cusip464288356)✕	7.0K	QoQ +33.62% (+1.8K) YoY-	All Managers (Combined)	$382.2K	0.3% ($382.2K/$119.7M)	QoQ +27.56% (+$82.6K) YoY-
(cusip464287457)✕	4.5K	QoQ -43.64% (-3.5K) YoY-	All Managers (Combined)	$369.2K	0.3% ($369.2K/$119.7M)	QoQ -43.33% (-$282.4K) YoY-
(cusip464288646)✕	7.1K	QoQ +2.25% (+157) YoY-	All Managers (Combined)	$367.4K	0.3% ($367.4K/$119.7M)	QoQ +2.22% (+$8.0K) YoY-
(cusip81369Y209)✕	2.6K	QoQ +21.59% (+467) YoY-	All Managers (Combined)	$360.0K	0.3% ($360.0K/$119.7M)	QoQ +20.96% (+$62.4K) YoY-
(cusip092528603)✕	6.6K	QoQ +5.75% (+361) YoY-	All Managers (Combined)	$339.4K	0.3% ($339.4K/$119.7M)	QoQ +3.96% (+$12.9K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	836	QoQ -15.72% (-156) YoY-	All Managers (Combined)	$324.9K	0.3% ($324.9K/$119.7M)	QoQ -22.28% (-$93.1K) YoY-
(XLKcusip81369Y803)	1.6K	QoQ -20.06% (-399) YoY-	All Managers (Combined)	$315.4K	0.3% ($315.4K/$119.7M)	QoQ -31.79% (-$147.0K) YoY-
(cusip464287721)✕	2.3K	QoQ +35.49% (+592) YoY-	All Managers (Combined)	$306.6K	0.3% ($306.6K/$119.7M)	QoQ +15.23% (+$40.5K) YoY-
(cusip25434V658)✕	12.4K	QoQ +21.45% (+2.2K) YoY-	All Managers (Combined)	$305.7K	0.3% ($305.7K/$119.7M)	QoQ +17.41% (+$45.3K) YoY-
(EMXCcusip46434G764)	5.5K	QoQ +9.51% (+479) YoY-	All Managers (Combined)	$296.9K	0.2% ($296.9K/$119.7M)	QoQ +6.41% (+$17.9K) YoY-
(cusip464288653)✕	2.9K	QoQ NEW(+2.9K) YoY-	All Managers (Combined)	$292.0K	0.2% ($292.0K/$119.7M)	QoQ NEW(+$292.0K) YoY-
(cusip25434V856)✕	7.0K	QoQ -29.50% (-2.9K) YoY-	All Managers (Combined)	$287.3K	0.2% ($287.3K/$119.7M)	QoQ -28.36% (-$113.8K) YoY-
(cusip81369Y407)✕	1.4K	QoQ +4.15% (-57) YoY-	All Managers (Combined)	$271.0K	0.2% ($271.0K/$119.7M)	QoQ -11.90% (-$36.6K) YoY-
(VOOcusip922908363)	535	QoQ +0.18% (-1) YoY-	All Managers (Combined)	$262.5K	0.2% ($262.5K/$119.7M)	QoQ -8.77% (-$25.2K) YoY-
(cusip464287101)✕	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$261.3K	0.2% ($261.3K/$119.7M)	QoQ NEW(+$261.3K) YoY-