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
$105M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.45M
3
+$1.17M
4
ELV icon
Elevance Health
ELV
+$509K
5
R icon
Ryder
R
+$436K

Top Sells

1
+$2.72M
2
+$1.89M
3
+$1.57M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$330K
5
WELL icon
Welltower
WELL
+$323K

Sector Composition

1 Industrials 16.33%
2 Healthcare 14.94%
3 Technology 13.52%
4 Energy 9.76%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.78%
26,480
-995
27
$1.85M 1.77%
31,571
-9
28
$1.76M 1.68%
42,874
-1,597
29
$1.69M 1.61%
22,382
-1,082
30
$1.57M 1.49%
17,236
+106
31
$1.45M 1.38%
73,336
-4,194
32
$1.44M 1.37%
16,532
+1,514
33
$1.34M 1.28%
208,646
-946
34
$1.34M 1.28%
18,725
-117
35
$1.18M 1.12%
15,859
+275
36
$1.17M 1.11%
+16,553
37
$1.14M 1.09%
10,397
-3,006
38
$1.09M 1.04%
32,742
-2,104
39
$1.06M 1.01%
26,509
+1,542
40
$1.05M 1.01%
40,632
+9,910
41
$918K 0.88%
18,781
+93
42
$848K 0.81%
8,375
43
$766K 0.73%
9,586
-50
44
$662K 0.63%
17,526
+2,960
45
$653K 0.62%
68,049
-426
46
$609K 0.58%
25,531
-3,870
47
$605K 0.58%
3,373
-157
48
$601K 0.57%
6,566
+1,000
49
$592K 0.56%
15,412
+1,000
50
$586K 0.56%
5,509
-351
1
2
3 4