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
$170M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.8M
3
+$1.96M
4
NOW icon
ServiceNow
NOW
+$1.8M
5
MFC icon
Manulife Financial
MFC
+$1.63M

Top Sells

1
+$2.72M
2
+$1.95M
3
+$1.83M
4
GE icon
GE Aerospace
GE
+$1.83M
5
GLW icon
Corning
GLW
+$1.08M

Sector Composition

1 Healthcare 12.34%
2 Technology 12.09%
3 Financials 10.85%
4 Consumer Discretionary 9.87%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.39%
26,015
+3,326
27
$2.35M 1.38%
16,340
-409
28
$2.34M 1.38%
24,495
+5,261
29
$2.06M 1.21%
50,612
+15,004
30
$1.96M 1.15%
+14,338
31
$1.95M 1.15%
32,246
+4,639
32
$1.95M 1.15%
30,773
-4,824
33
$1.89M 1.11%
15,583
+7,058
34
$1.82M 1.07%
20,434
+383
35
$1.8M 1.06%
+15,344
36
$1.7M 1%
6,681
+5,322
37
$1.65M 0.97%
36,826
+7,248
38
$1.63M 0.96%
+80,177
39
$1.53M 0.9%
8,200
-1,339
40
$1.52M 0.89%
13,374
+1,575
41
$1.51M 0.89%
14,184
-1,050
42
$1.49M 0.88%
30,093
+17,329
43
$1.45M 0.85%
67,052
+57,519
44
$1.38M 0.81%
51,391
+3,759
45
$1.26M 0.74%
282,160
-27,960
46
$1.13M 0.67%
5,533
+1,090
47
$1.11M 0.65%
28,183
-6,943
48
$1.09M 0.64%
6,976
-673
49
$1.07M 0.63%
+21,868
50
$1.06M 0.63%
29,515
+7,688
1
2
3 4 5