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
$541M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.61M
3
+$1.18M
4
EBAY icon
eBay
EBAY
+$845K
5
HIG icon
Hartford Financial Services
HIG
+$791K

Top Sells

1
+$2.55M
2
+$2.27M
3
+$1.94M
4
CLS icon
Celestica
CLS
+$1.38M
5
CVX icon
Chevron
CVX
+$1.32M

Sector Composition

1 Technology 27.08%
2 Financials 10.39%
3 Communication Services 8.52%
4 Healthcare 6.72%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-5,222
227
– –
-1,106
228
– –
-379
229
– –
-6,700
230
– –
-11,800
231
– –
-3,700
232
– –
-1,020
233
– –
-5,166
234
– –
-750
235
– –
-665
236
– –
-471
237
– –
-6,989
238
– –
-11,247
239
– –
-2,334
240
– –
-1,608
6 7 8 9
10