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
$124M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.76M
3
+$1.24M
4
LVS icon
Las Vegas Sands
LVS
+$1.19M
5
LUV icon
Southwest Airlines
LUV
+$1.1M

Top Sells

1
+$3.66M
2
+$1.99M
3
+$1.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$986K
5
JPM icon
JPMorgan Chase
JPM
+$819K

Sector Composition

1 Healthcare 17.12%
2 Industrials 15.06%
3 Technology 14.26%
4 Financials 8.91%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.39%
101,000
+1,495
27
$1.54M 1.24%
21,720
+88
28
$1.5M 1.21%
33,918
+1,715
29
$1.48M 1.19%
13,649
+560
30
$1.47M 1.19%
55,237
+28,534
31
$1.35M 1.09%
19,528
-8,664
32
$1.33M 1.07%
35,736
+2,898
33
$1.31M 1.06%
29,391
+61
34
$1.29M 1.04%
11,203
-3,105
35
$1.24M 1%
+52,655
36
$1.19M 0.96%
23,524
-20
37
$1.19M 0.96%
+21,560
38
$1.12M 0.9%
9,860
-25
39
$1.1M 0.89%
5,300
+308
40
$999K 0.81%
20,607
-33
41
$908K 0.73%
26,295
-23,287
42
$899K 0.73%
31,633
-5,631
43
$888K 0.72%
10,649
+569
44
$876K 0.71%
79,374
+552
45
$868K 0.7%
4,988
+200
46
$867K 0.7%
+5,424
47
$863K 0.7%
20,664
+167
48
$858K 0.69%
20,390
-1,189
49
$833K 0.67%
+8,491
50
$801K 0.65%
17,751
+2,252
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