WCA

Westover Capital Advisors Portfolio holdings

AUM $541M
1-Year Est. Return 36.01%
This Quarter Est. Return
1 Year Est. Return
+36.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.53M
3
+$3.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.07M
5
GLD icon
SPDR Gold Trust
GLD
+$2.98M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.64%
2 Technology 12.16%
3 Healthcare 10.81%
4 Energy 9.91%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.81%
+16,444
27
$1.83M 1.79%
+27,895
28
$1.79M 1.76%
+15,733
29
$1.78M 1.74%
+31,823
30
$1.75M 1.72%
+35,942
31
$1.65M 1.62%
+18,999
32
$1.6M 1.57%
+35,254
33
$1.43M 1.4%
+82,728
34
$1.35M 1.33%
+14,278
35
$1.23M 1.2%
+17,805
36
$1.18M 1.16%
+18,966
37
$1.13M 1.11%
+39,034
38
$1.11M 1.09%
+18,159
39
$1.02M 1%
+221,828
40
$990K 0.97%
+10,957
41
$968K 0.95%
+39,962
42
$899K 0.88%
+20,815
43
$825K 0.81%
+7,692
44
$796K 0.78%
+27,166
45
$784K 0.77%
+9,796
46
$699K 0.69%
+3,828
47
$627K 0.62%
+16,657
48
$617K 0.61%
+42,410
49
$608K 0.6%
+7,432
50
$532K 0.52%
+34,757
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