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
$193M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.92M
3
+$1.79M
4
WCN icon
Waste Connections
WCN
+$1.59M
5
PEP icon
PepsiCo
PEP
+$1.18M

Top Sells

1
+$3.54M
2
+$2.05M
3
+$1.55M
4
TT icon
Trane Technologies
TT
+$1.19M
5
MPWR icon
Monolithic Power Systems
MPWR
+$533K

Sector Composition

1 Technology 17.73%
2 Healthcare 11.61%
3 Financials 8.56%
4 Consumer Discretionary 7.55%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.44%
14,420
+79
27
$2.67M 1.38%
79,903
+1,342
28
$2.56M 1.33%
31,717
-2,474
29
$2.41M 1.25%
86,592
+31,420
30
$2.38M 1.24%
19,414
+9,602
31
$2.36M 1.23%
11,997
+6
32
$2.34M 1.21%
65,417
-434
33
$2.32M 1.2%
21,199
-1,466
34
$2.3M 1.19%
70,722
+29,643
35
$2.28M 1.18%
49,031
+38,420
36
$2.22M 1.15%
11,678
+308
37
$2.12M 1.1%
53,105
+16,995
38
$2.09M 1.08%
40,226
-466
39
$1.95M 1.01%
48,156
-1,302
40
$1.79M 0.93%
41,577
+8,352
41
$1.72M 0.89%
33,288
-39,742
42
$1.64M 0.85%
32,242
-810
43
$1.6M 0.83%
8,401
-164
44
$1.59M 0.83%
+17,993
45
$1.57M 0.82%
14,084
+488
46
$1.29M 0.67%
24,971
-5,869
47
$1.17M 0.61%
35,201
+2,736
48
$1.15M 0.59%
6,053
+2,583
49
$1.14M 0.59%
19,331
+1,304
50
$1.12M 0.58%
11,605
-1,156
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