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
$152M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.68M
3
+$942K
4
MON
Monsanto Co
MON
+$771K
5
ABBV icon
AbbVie
ABBV
+$718K

Top Sells

1
+$3.05M
2
+$2.43M
3
+$1.36M
4
SVC
Service Properties Trust
SVC
+$1.02M
5
J icon
Jacobs Solutions
J
+$942K

Sector Composition

1 Healthcare 13.76%
2 Technology 11.89%
3 Financials 11.73%
4 Consumer Discretionary 9.79%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.64%
16,749
-4,114
27
$2.22M 1.46%
87,915
+912
28
$2.15M 1.41%
16,522
+552
29
$1.98M 1.3%
22,689
+645
30
$1.76M 1.16%
19,234
-198
31
$1.65M 1.09%
25,177
-2,927
32
$1.65M 1.08%
19,400
-214
33
$1.64M 1.08%
9,539
-153
34
$1.54M 1.01%
35,608
+3,967
35
$1.47M 0.97%
15,234
-449
36
$1.47M 0.97%
27,607
+3,781
37
$1.45M 0.96%
20,051
+9,907
38
$1.41M 0.93%
14,875
+408
39
$1.36M 0.89%
27,746
-2,779
40
$1.34M 0.88%
11,799
-181
41
$1.25M 0.82%
35,126
-418
42
$1.22M 0.81%
10,833
-86
43
$1.2M 0.79%
47,632
-3,110
44
$1.17M 0.77%
7,649
-29
45
$1.14M 0.75%
29,578
+1,430
46
$1.12M 0.74%
310,120
-74,640
47
$1.08M 0.71%
36,040
-384
48
$1.08M 0.71%
4,443
-101
49
$1.03M 0.68%
8,525
+442
50
$966K 0.64%
19,617
-471
1
2
3 4 5