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
$160M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.89M
3
+$2.59M
4
GS icon
Goldman Sachs
GS
+$2.53M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.52M

Top Sells

1
+$3.28M
2
+$2.77M
3
+$2.63M
4
CRS icon
Carpenter Technology
CRS
+$2.5M
5
EL icon
Estee Lauder
EL
+$2.29M

Sector Composition

1 Technology 15.56%
2 Healthcare 12.78%
3 Financials 8.02%
4 Consumer Discretionary 7.57%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.51%
71,922
-11,224
27
$2.34M 1.46%
13,146
-172
28
$2.3M 1.44%
90,350
-5,040
29
$2.16M 1.35%
+22,665
30
$2.12M 1.33%
65,851
-4,828
31
$2.08M 1.3%
37,192
-459
32
$2.02M 1.26%
11,370
+5,414
33
$1.9M 1.19%
11,991
-437
34
$1.89M 1.18%
40,692
-5,776
35
$1.59M 0.99%
33,052
-10,513
36
$1.55M 0.97%
+37,918
37
$1.55M 0.97%
+49,458
38
$1.54M 0.96%
30,840
+8,768
39
$1.49M 0.93%
55,172
+916
40
$1.37M 0.86%
+8,565
41
$1.31M 0.82%
11,286
-671
42
$1.28M 0.8%
41,079
+570
43
$1.25M 0.78%
13,596
-1,588
44
$1.23M 0.77%
36,110
+19,766
45
$1.22M 0.76%
33,225
-103
46
$1.19M 0.75%
13,074
-5,784
47
$1.18M 0.74%
24,528
-1,728
48
$1.08M 0.68%
9,812
+7,879
49
$1.03M 0.65%
12,761
-1,664
50
$992K 0.62%
+9,259
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