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
$107M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$990K
3
+$721K
4
KMI icon
Kinder Morgan
KMI
+$682K
5
WU icon
Western Union
WU
+$469K

Top Sells

1
+$2.09M
2
+$1.53M
3
+$581K
4
MSFT icon
Microsoft
MSFT
+$559K
5
TSCO icon
Tractor Supply
TSCO
+$498K

Sector Composition

1 Industrials 13.71%
2 Healthcare 13.5%
3 Technology 13.03%
4 Energy 10.6%
5 Financials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.63%
26,709
+229
27
$1.72M 1.6%
42,312
-562
28
$1.68M 1.56%
28,763
-2,808
29
$1.6M 1.49%
73,216
-120
30
$1.57M 1.47%
111,485
-35,245
31
$1.51M 1.41%
9,913
-2,070
32
$1.34M 1.25%
16,392
-140
33
$1.28M 1.19%
204,439
-4,207
34
$1.27M 1.18%
18,050
-675
35
$1.22M 1.14%
15,519
-340
36
$1.16M 1.08%
10,369
-28
37
$1.13M 1.05%
16,553
38
$1.04M 0.97%
40,180
-452
39
$1.02M 0.96%
32,482
-260
40
$991K 0.92%
18,781
41
$990K 0.92%
+24,077
42
$834K 0.78%
105,870
+57,200
43
$814K 0.76%
8,332
-43
44
$765K 0.71%
9,553
-33
45
$721K 0.67%
+25,570
46
$700K 0.65%
17,526
47
$682K 0.64%
+20,999
48
$659K 0.61%
25,236
-295
49
$657K 0.61%
68,049
50
$621K 0.58%
3,373
1
2
3 4