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
$150M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.44M
3
+$1.43M
4
SINA
Sina Corp
SINA
+$1.42M
5
PG icon
Procter & Gamble
PG
+$1.26M

Top Sells

1
+$1.92M
2
+$1.74M
3
+$1.38M
4
VTR icon
Ventas
VTR
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$976K

Sector Composition

1 Technology 12.69%
2 Healthcare 12.45%
3 Financials 12.36%
4 Consumer Discretionary 9.58%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.62%
33,384
-18,884
27
$2.09M 1.39%
87,003
+18,567
28
$1.99M 1.32%
15,970
-230
29
$1.98M 1.32%
22,044
+13,981
30
$1.71M 1.14%
19,432
-5,591
31
$1.71M 1.14%
15,064
+92
32
$1.66M 1.1%
28,104
-225
33
$1.59M 1.06%
9,692
+460
34
$1.44M 0.96%
15,683
-298
35
$1.44M 0.96%
+30,525
36
$1.43M 0.95%
+23,870
37
$1.42M 0.94%
+19,614
38
$1.37M 0.92%
11,980
+81
39
$1.36M 0.91%
31,641
-1,335
40
$1.28M 0.85%
14,467
+2,736
41
$1.26M 0.84%
23,826
+19,157
42
$1.21M 0.81%
50,742
43
$1.16M 0.77%
10,919
-34
44
$1.14M 0.76%
35,544
-105
45
$1.09M 0.72%
+4,544
46
$1.05M 0.7%
384,760
-163,320
47
$1.04M 0.69%
28,148
-1,380
48
$1.02M 0.68%
+32,241
49
$995K 0.66%
7,678
-760
50
$994K 0.66%
20,088
+3,243
1
2
3 4 5