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
$135M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.83M
3
+$1.79M
4
GM icon
General Motors
GM
+$1.79M
5
XOM icon
Exxon Mobil
XOM
+$1.61M

Top Sells

1
+$2.37M
2
+$1.68M
3
+$1.41M
4
GT icon
Goodyear
GT
+$1.2M
5
JCI icon
Johnson Controls International
JCI
+$1.15M

Sector Composition

1 Healthcare 13.5%
2 Technology 13.05%
3 Consumer Discretionary 9.01%
4 Industrials 8.68%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.57%
22,685
+3,162
27
$1.92M 1.43%
16,461
+56
28
$1.73M 1.28%
25,940
-1,798
29
$1.7M 1.26%
45,014
+20,433
30
$1.69M 1.25%
4,684
+3,370
31
$1.61M 1.2%
+18,468
32
$1.56M 1.16%
15,304
-3,195
33
$1.55M 1.15%
9,268
-124
34
$1.5M 1.12%
32,303
-24,674
35
$1.39M 1.03%
17,246
-791
36
$1.37M 1.02%
31,163
+15,923
37
$1.26M 0.94%
25,917
+6,740
38
$1.17M 0.87%
10,062
+1,499
39
$1.14M 0.85%
18,133
+1,989
40
$1.11M 0.82%
15,700
+837
41
$1.07M 0.8%
626,720
-102,160
42
$1.07M 0.79%
13,485
-1,484
43
$1.05M 0.78%
+33,892
44
$1.05M 0.78%
15,306
+576
45
$1.04M 0.77%
16,048
+616
46
$1.04M 0.77%
+32,308
47
$1.04M 0.77%
77,040
-12,390
48
$1.02M 0.76%
+35,778
49
$1.02M 0.76%
+39,551
50
$988K 0.73%
7,584
-2,558
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