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WCA

Westover Capital Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 37.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$7.65M
3
+$3.81M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.6M
5
EHC icon
Encompass Health
EHC
+$3.25M

Top Sells

1
+$5.54M
2
+$3.05M
3
+$2.96M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.6M
5
AVGO icon
Broadcom
AVGO
+$2.33M

Sector Composition

1 Technology 22.78%
2 Financials 10.13%
3 Healthcare 8.59%
4 Communication Services 7.71%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$209K 0.05%
+2,325
227
$208K 0.05%
704
-16
228
$207K 0.05%
+3,700
229
$205K 0.05%
1,000
230
$203K 0.05%
320
231
$202K 0.04%
+5,477
232
$83K 0.02%
80,933
233
– –
-1,800
234
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-6,669
235
– –
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236
– –
-67,816
237
– –
-211,538
238
– –
-2,625
239
– –
-239
240
– –
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241
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-6,507
242
– –
-3,481
243
– –
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244
– –
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245
– –
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246
– –
-4,766
247
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248
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249
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250
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7 8 9
10
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