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
$126M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.27M
3
+$1.13M
4
COP icon
ConocoPhillips
COP
+$881K
5
COF icon
Capital One
COF
+$795K

Top Sells

1
+$2.35M
2
+$1.5M
3
+$1.35M
4
LUMN icon
Lumen
LUMN
+$908K
5
CSX icon
CSX Corp
CSX
+$876K

Sector Composition

1 Healthcare 16.71%
2 Industrials 14.11%
3 Technology 11.32%
4 Financials 10.77%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.5%
19,771
+6,122
27
$1.78M 1.41%
98,870
-2,130
28
$1.73M 1.37%
26,286
+4,566
29
$1.45M 1.16%
38,273
+2,537
30
$1.43M 1.14%
33,636
+26,411
31
$1.33M 1.06%
57,267
+2,030
32
$1.31M 1.04%
10,911
-292
33
$1.26M 1%
55,342
+2,687
34
$1.19M 0.95%
23,528
+4
35
$1.16M 0.92%
14,441
-7,635
36
$1.14M 0.9%
27,654
-1,737
37
$1.14M 0.9%
21,622
+62
38
$1.13M 0.9%
9,646
+1,155
39
$1.06M 0.84%
9,447
-413
40
$1.03M 0.82%
5,641
+653
41
$1M 0.8%
6,518
+1,094
42
$980K 0.78%
20,126
-481
43
$949K 0.75%
10,866
+3,622
44
$860K 0.68%
12,799
+5,074
45
$855K 0.68%
20,429
-235
46
$848K 0.67%
9,535
+1,136
47
$833K 0.66%
5,074
48
$795K 0.63%
+9,034
49
$774K 0.62%
17,472
-279
50
$770K 0.61%
10,856
+207
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