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
$182M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.95M
3
+$2.71M
4
STZ icon
Constellation Brands
STZ
+$2.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.6M

Top Sells

1
+$5.03M
2
+$2.29M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.99M
5
MO icon
Altria Group
MO
+$1.95M

Sector Composition

1 Technology 12.05%
2 Healthcare 11.3%
3 Consumer Discretionary 10.91%
4 Financials 10.46%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.35%
36,824
+4,578
27
$2.42M 1.33%
26,297
+282
28
$2.38M 1.31%
39,244
-37,642
29
$2.2M 1.21%
22,714
+2,280
30
$2.17M 1.19%
48,465
-50,754
31
$2.1M 1.16%
14,737
+399
32
$1.94M 1.07%
6,585
-96
33
$1.92M 1.06%
44,713
-13,700
34
$1.89M 1.04%
14,503
-841
35
$1.87M 1.03%
+51,102
36
$1.87M 1.03%
17,912
-1,504
37
$1.86M 1.02%
42,246
+5,420
38
$1.8M 0.99%
17,958
-2,776
39
$1.77M 0.97%
14,765
-1,575
40
$1.77M 0.97%
84,685
+4,508
41
$1.71M 0.94%
66,727
-325
42
$1.62M 0.89%
10,719
+7,798
43
$1.61M 0.88%
+16,131
44
$1.6M 0.88%
48,078
+13,593
45
$1.47M 0.81%
30,201
+108
46
$1.47M 0.81%
13,044
-1,140
47
$1.44M 0.79%
6,520
+3,701
48
$1.42M 0.78%
27,657
-1,858
49
$1.38M 0.76%
7,917
-283
50
$1.29M 0.71%
6,834
+5,170
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