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
$122M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.94M
3
+$2.24M
4
GS icon
Goldman Sachs
GS
+$1.48M
5
CI icon
Cigna
CI
+$1.3M

Top Sells

1
+$2.6M
2
+$1.66M
3
+$1.5M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.47M
5
ICLR icon
Icon
ICLR
+$1.17M

Sector Composition

1 Healthcare 15%
2 Consumer Discretionary 11.1%
3 Industrials 10.51%
4 Technology 10.34%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.43%
16,405
-641
27
$1.72M 1.41%
27,738
-3,550
28
$1.63M 1.34%
89,430
-5,230
29
$1.62M 1.33%
44,119
-27,998
30
$1.48M 1.22%
+9,980
31
$1.47M 1.2%
25,349
-3,357
32
$1.43M 1.17%
9,392
-469
33
$1.41M 1.15%
18,593
-462
34
$1.36M 1.11%
13,884
-12
35
$1.3M 1.06%
+10,142
36
$1.25M 1.02%
14,969
+2,314
37
$1.23M 1.01%
18,037
+11,581
38
$1.2M 0.98%
46,560
+33,318
39
$1.08M 0.89%
14,863
-777
40
$1.03M 0.85%
20,362
-2,342
41
$999K 0.82%
16,144
+4,041
42
$999K 0.82%
8,563
-398
43
$976K 0.8%
+15,432
44
$941K 0.77%
19,018
-294
45
$907K 0.74%
44,266
-21
46
$875K 0.72%
24,581
-4,914
47
$857K 0.7%
728,880
-41,600
48
$848K 0.7%
19,177
+3,555
49
$848K 0.7%
25,845
-3,525
50
$811K 0.66%
28,664
+4,867
1
2
3 4