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
$224M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.8M
3
+$952K
4
KO icon
Coca-Cola
KO
+$751K
5
LEN icon
Lennar Class A
LEN
+$507K

Top Sells

1
+$2.2M
2
+$1.36M
3
+$1.27M
4
TMO icon
Thermo Fisher Scientific
TMO
+$909K
5
CSCO icon
Cisco
CSCO
+$892K

Sector Composition

1 Technology 18.05%
2 Healthcare 11.36%
3 Financials 10.04%
4 Communication Services 7.89%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.22%
56,886
-18,610
27
$2.7M 1.21%
12,367
-454
28
$2.63M 1.18%
41,040
+28,066
29
$2.6M 1.16%
65,736
-3,873
30
$2.56M 1.14%
18,701
-1,170
31
$2.54M 1.14%
11,060
-28
32
$2.48M 1.11%
46,482
-3,114
33
$2.47M 1.11%
8,758
-59
34
$2.47M 1.1%
7,569
-322
35
$2.27M 1.02%
12,699
-54
36
$2.21M 0.99%
14,002
+1,211
37
$2.14M 0.96%
55,464
-1,212
38
$2.13M 0.95%
10,776
-338
39
$2.11M 0.94%
16,929
-2,197
40
$2.09M 0.94%
15,778
+59
41
$1.99M 0.89%
54,331
-8,121
42
$1.8M 0.81%
30,826
+556
43
$1.62M 0.72%
17,837
-23
44
$1.59M 0.71%
4,088
+803
45
$1.47M 0.66%
38,810
+187
46
$1.38M 0.62%
9,680
-469
47
$1.35M 0.61%
18,234
+2,984
48
$1.34M 0.6%
15,982
-452
49
$1.31M 0.59%
25,010
-616
50
$1.28M 0.57%
4,850
-719
1
2
3 4 5