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
$123M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.69M
3
+$1.53M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.52M
5
CAG icon
Conagra Brands
CAG
+$958K

Top Sells

1
+$1.57M
2
+$1.17M
3
+$1.07M
4
UNH icon
UnitedHealth
UNH
+$1.06M
5
NOV icon
NOV
NOV
+$970K

Sector Composition

1 Industrials 13.33%
2 Healthcare 12.71%
3 Technology 12%
4 Financials 10.2%
5 Energy 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.57%
11,957
+1,714
27
$1.77M 1.45%
14,942
-2,002
28
$1.7M 1.39%
23,611
+5,562
29
$1.59M 1.3%
50,097
+8,459
30
$1.52M 1.24%
+34,373
31
$1.52M 1.24%
14,068
-14,517
32
$1.48M 1.21%
23,013
-5,881
33
$1.39M 1.14%
33,405
-8,443
34
$1.38M 1.12%
22,183
-4,651
35
$1.35M 1.1%
109,865
-2,490
36
$1.32M 1.08%
6,049
-1,756
37
$1.31M 1.07%
37,573
-825
38
$1.18M 0.96%
102,403
-3,067
39
$1.14M 0.93%
22,335
-19
40
$1.13M 0.92%
29,020
+6,076
41
$1.13M 0.92%
10,080
-289
42
$1.02M 0.83%
20,658
-57
43
$958K 0.78%
+37,264
44
$891K 0.73%
17,870
-226
45
$859K 0.7%
+20,692
46
$852K 0.69%
79,740
-240
47
$842K 0.69%
21,227
-2,550
48
$827K 0.67%
21,579
49
$817K 0.67%
+30,690
50
$761K 0.62%
4,696
+664
1
2
3 4