WCA

Westover Capital Advisors Portfolio holdings

AUM $500M
1-Year Est. Return 29.03%
This Quarter Est. Return
1 Year Est. Return
+29.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.72M
3
+$1.47M
4
TEX icon
Terex
TEX
+$1.3M
5
BX icon
Blackstone
BX
+$1.17M

Top Sells

1
+$1.53M
2
+$1.18M
3
+$1.13M
4
ABBV icon
AbbVie
ABBV
+$1.07M
5
AFL icon
Aflac
AFL
+$1.02M

Sector Composition

1 Industrials 13.75%
2 Healthcare 12.45%
3 Technology 11.9%
4 Financials 10.43%
5 Energy 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.45%
+47,379
27
$1.71M 1.44%
41,638
+31,679
28
$1.66M 1.4%
20,971
+5,452
29
$1.59M 1.34%
26,834
-1,929
30
$1.55M 1.31%
10,243
-10,080
31
$1.54M 1.3%
22,651
-10,098
32
$1.46M 1.23%
7,805
-2,108
33
$1.36M 1.15%
112,355
+870
34
$1.35M 1.14%
23,953
-18,973
35
$1.22M 1.03%
14,871
-7,225
36
$1.2M 1.01%
10,369
37
$1.19M 1%
38,398
-1,782
38
$1.17M 0.99%
196,423
-8,016
39
$1.17M 0.98%
+35,512
40
$1.14M 0.96%
22,354
+14,653
41
$1.12M 0.95%
18,049
+1,496
42
$1.08M 0.91%
43,023
-34,764
43
$1.05M 0.89%
18,096
-685
44
$1.04M 0.88%
23,777
-300
45
$1.04M 0.88%
20,715
+15,257
46
$1.01M 0.85%
105,470
-400
47
$970K 0.82%
11,784
-6,266
48
$901K 0.76%
22,944
+5,418
49
$840K 0.71%
8,342
+10
50
$821K 0.69%
79,980
+11,931
1
2
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