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
$140M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.38M
3
+$2.35M
4
FCX icon
Freeport-McMoran
FCX
+$1.34M
5
WMT icon
Walmart
WMT
+$1.05M

Top Sells

1
+$3.77M
2
+$1.91M
3
+$1.51M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.36M
5
TSN icon
Tyson Foods
TSN
+$1.33M

Sector Composition

1 Technology 12.97%
2 Financials 11.91%
3 Healthcare 11.37%
4 Consumer Discretionary 9.36%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.49%
44,323
-691
27
$1.92M 1.38%
18,195
-5,618
28
$1.88M 1.34%
16,200
+7,946
29
$1.76M 1.26%
36,023
-27,765
30
$1.74M 1.24%
19,249
+781
31
$1.58M 1.13%
68,436
+45,432
32
$1.57M 1.13%
14,972
-332
33
$1.48M 1.06%
28,329
+2,412
34
$1.46M 1.05%
548,080
-78,640
35
$1.46M 1.05%
32,976
+1,813
36
$1.35M 0.97%
9,232
-36
37
$1.35M 0.96%
11,899
+1,837
38
$1.34M 0.96%
+101,470
39
$1.31M 0.94%
15,981
-1,265
40
$1.19M 0.85%
50,742
+11,191
41
$1.08M 0.77%
10,953
+8,660
42
$1.07M 0.77%
35,649
-129
43
$1.03M 0.74%
16,526
+826
44
$1.03M 0.74%
+8,438
45
$976K 0.7%
14,964
-342
46
$947K 0.68%
29,528
-4,364
47
$917K 0.66%
11,731
-19,326
48
$896K 0.64%
36,905
-320
49
$868K 0.62%
57,250
-19,790
50
$851K 0.61%
2,380
-2,304
1
2
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