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
$116M
AUM Growth
-$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.77M
3
+$2.6M
4
MON
Monsanto Co
MON
+$1.71M
5
DIS icon
Walt Disney
DIS
+$1.69M

Top Sells

1
+$3.61M
2
+$2.82M
3
+$2.29M
4
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$2.2M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.83M

Sector Composition

1 Healthcare 16.58%
2 Industrials 13.71%
3 Technology 11.25%
4 Financials 9.09%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.47%
+20,054
27
$1.69M 1.45%
+16,506
28
$1.69M 1.45%
11,719
-60
29
$1.68M 1.44%
14,473
+3,562
30
$1.67M 1.44%
+12,119
31
$1.66M 1.43%
98,595
-275
32
$1.52M 1.31%
15,709
+9,308
33
$1.31M 1.13%
+27,319
34
$1.24M 1.07%
56,689
+43,062
35
$1.2M 1.04%
+38,509
36
$1.1M 0.95%
21,866
-1,662
37
$1.03M 0.89%
34,110
-31,973
38
$1.02M 0.88%
12,634
+3,099
39
$1M 0.86%
9,037
-410
40
$955K 0.82%
19,737
-389
41
$945K 0.81%
9,629
-17
42
$942K 0.81%
+46,385
43
$929K 0.8%
6,716
+198
44
$898K 0.77%
50,037
-7,230
45
$766K 0.66%
+44,732
46
$766K 0.66%
19,063
-1,366
47
$744K 0.64%
10,055
-811
48
$710K 0.61%
5,074
49
$695K 0.6%
12,397
+1,541
50
$655K 0.56%
9,034
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