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
$120M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.03M
3
+$680K
4
AMZN icon
Amazon
AMZN
+$649K
5
RAI
Reynolds American Inc
RAI
+$514K

Top Sells

1
+$2.79M
2
+$2.31M
3
+$766K
4
TEX icon
Terex
TEX
+$678K
5
MCHP icon
Microchip Technology
MCHP
+$564K

Sector Composition

1 Healthcare 17.92%
2 Industrials 11.15%
3 Technology 11.06%
4 Financials 9.43%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.49%
18,239
+2,530
27
$1.74M 1.45%
11,680
-39
28
$1.68M 1.4%
28,633
-361
29
$1.67M 1.39%
97,730
-865
30
$1.64M 1.36%
20,909
-58
31
$1.56M 1.3%
9,609
+2,893
32
$1.39M 1.15%
14,295
-178
33
$1.35M 1.12%
15,443
+2,809
34
$1.2M 1%
45,515
-870
35
$1.18M 0.98%
35,295
-3,214
36
$1.16M 0.97%
29,025
+1,706
37
$1.16M 0.97%
22,999
+1,133
38
$1.16M 0.97%
33,673
-437
39
$1.11M 0.92%
10,956
+1,327
40
$1.03M 0.86%
+11,952
41
$984K 0.82%
8,976
-61
42
$953K 0.79%
19,703
-34
43
$935K 0.78%
22,611
-55,806
44
$817K 0.68%
44,709
-23
45
$708K 0.59%
5,074
46
$697K 0.58%
12,359
-38
47
$680K 0.57%
+12,509
48
$649K 0.54%
+19,200
49
$635K 0.53%
32,751
-1,116
50
$629K 0.52%
12,578
+763
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