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
$119M
AUM Growth
-$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.34M
3
+$3.1M
4
EXPE icon
Expedia Group
EXPE
+$1.84M
5
AMZN icon
Amazon
AMZN
+$1.7M

Top Sells

1
+$3.06M
2
+$2.97M
3
+$2.92M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.38M
5
COP icon
ConocoPhillips
COP
+$2.19M

Sector Composition

1 Healthcare 15.71%
2 Technology 12.07%
3 Consumer Discretionary 11.72%
4 Financials 10.82%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.45%
19,615
-410
27
$1.71M 1.45%
94,660
-3,070
28
$1.66M 1.4%
12,215
-69
29
$1.5M 1.27%
14,208
-87
30
$1.49M 1.25%
36,421
+13,810
31
$1.48M 1.25%
9,861
+252
32
$1.47M 1.24%
17,790
-1,674
33
$1.32M 1.11%
13,896
+1,944
34
$1.31M 1.1%
+19,019
35
$1.31M 1.1%
19,055
+3,612
36
$1.16M 0.98%
12,655
+1,699
37
$1.15M 0.97%
22,704
-295
38
$1.14M 0.97%
27,151
-1,874
39
$1.03M 0.87%
8,961
-15
40
$985K 0.83%
15,640
+3,281
41
$981K 0.83%
29,495
+16,891
42
$950K 0.8%
29,370
-4,303
43
$949K 0.8%
19,312
-391
44
$925K 0.78%
44,287
-422
45
$907K 0.77%
44,373
-1,142
46
$824K 0.7%
+15,622
47
$748K 0.63%
23,797
+16,387
48
$691K 0.58%
12,103
+4,386
49
$686K 0.58%
+770,480
50
$660K 0.56%
13,655
+1,146
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