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
$186M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.6M
4
EGP icon
EastGroup Properties
EGP
+$1.45M
5
CC icon
Chemours
CC
+$1.23M

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.85M
4
AMT icon
American Tower
AMT
+$1.46M
5
RCL icon
Royal Caribbean
RCL
+$1.45M

Sector Composition

1 Technology 14.11%
2 Healthcare 10.64%
3 Consumer Discretionary 10.15%
4 Financials 9.28%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.4%
11,540
-53
27
$2.6M 1.4%
58,487
+4,148
28
$2.55M 1.38%
13,133
+2,846
29
$2.54M 1.37%
17,609
-10,145
30
$2.48M 1.34%
+63,470
31
$2.47M 1.33%
17,280
+217
32
$2.46M 1.33%
48,399
-2,488
33
$2.4M 1.29%
22,924
-279
34
$2.38M 1.28%
13,794
+22
35
$2.24M 1.21%
38,678
-691
36
$2.18M 1.17%
+41,465
37
$2.06M 1.11%
48,022
-429
38
$1.98M 1.07%
69,291
-27,690
39
$1.92M 1.04%
42,296
+658
40
$1.84M 0.99%
18,502
+158
41
$1.7M 0.92%
17,784
+15,150
42
$1.69M 0.91%
60,342
-6,315
43
$1.67M 0.9%
12,466
-519
44
$1.63M 0.88%
17,058
+10,212
45
$1.5M 0.81%
34,812
+5,830
46
$1.48M 0.79%
2,956
+1,907
47
$1.42M 0.76%
29,547
+3,539
48
$1.27M 0.68%
5,760
-3,372
49
$1.23M 0.66%
+27,791
50
$1.21M 0.65%
43,696
+1,254
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