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
$184M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.56M
3
+$2.49M
4
AMT icon
American Tower
AMT
+$1.89M
5
PHM icon
Pultegroup
PHM
+$1.77M

Top Sells

1
+$3.32M
2
+$2.36M
3
+$1.92M
4
CELG
Celgene Corp
CELG
+$1.87M
5
EXPE icon
Expedia Group
EXPE
+$1.77M

Sector Composition

1 Technology 12.71%
2 Consumer Discretionary 11.07%
3 Financials 10.58%
4 Healthcare 9.51%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.43%
+11,593
27
$2.6M 1.42%
62,309
-432
28
$2.56M 1.39%
+17,063
29
$2.49M 1.35%
+54,339
30
$2.45M 1.34%
39,369
+125
31
$2.4M 1.31%
11,223
+4,703
32
$2.33M 1.27%
23,203
-674
33
$2.3M 1.25%
9,132
-846
34
$2.28M 1.24%
13,772
-731
35
$2.26M 1.23%
23,919
+1,205
36
$2.14M 1.17%
48,451
-14
37
$1.93M 1.05%
16,741
+6,022
38
$1.9M 1.04%
41,638
-608
39
$1.85M 1.01%
17,742
-216
40
$1.84M 1%
18,344
+2,213
41
$1.64M 0.89%
10,287
+5,026
42
$1.62M 0.88%
66,657
-70
43
$1.56M 0.85%
23,142
-34,958
44
$1.51M 0.82%
8,461
+1,627
45
$1.5M 0.82%
12,985
-59
46
$1.45M 0.79%
12,302
+3,203
47
$1.3M 0.71%
64,060
+8,620
48
$1.26M 0.68%
7,377
-540
49
$1.25M 0.68%
26,008
+614
50
$1.2M 0.65%
28,982
-1,219
1
2
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