WCA

Westover Capital Advisors Portfolio holdings

AUM $500M
1-Year Est. Return 29.03%
This Quarter Est. Return
1 Year Est. Return
+29.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.8M
3
+$2.58M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
ADPT icon
Adaptive Biotechnologies
ADPT
+$1.5M

Top Sells

1
+$6.23M
2
+$4.88M
3
+$2.73M
4
PANW icon
Palo Alto Networks
PANW
+$2.14M
5
GM icon
General Motors
GM
+$1.99M

Sector Composition

1 Technology 18.2%
2 Healthcare 12.72%
3 Financials 8.23%
4 Consumer Staples 8.15%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.4%
8,994
+236
27
$2.58M 1.39%
+16,914
28
$2.46M 1.33%
86,596
-566
29
$2.39M 1.29%
10,970
-90
30
$2.21M 1.19%
39,602
-1,438
31
$2.19M 1.18%
11,703
-664
32
$2.15M 1.17%
17,939
-762
33
$1.99M 1.08%
44,898
-1,584
34
$1.93M 1.04%
5,687
+1,599
35
$1.93M 1.04%
49,004
-7,882
36
$1.88M 1.02%
31,760
+13,526
37
$1.88M 1.02%
25,897
+2,212
38
$1.82M 0.99%
11,004
+228
39
$1.7M 0.92%
16,282
+504
40
$1.53M 0.83%
16,338
+14,020
41
$1.5M 0.81%
+53,800
42
$1.37M 0.74%
17,646
-191
43
$1.33M 0.72%
4,169
+2,719
44
$1.28M 0.69%
14,904
-2,025
45
$1.25M 0.68%
39,570
+26,358
46
$1.23M 0.67%
40,803
+1,993
47
$1.19M 0.65%
16,267
+285
48
$1.17M 0.63%
10,348
+499
49
$1.09M 0.59%
38,235
+7,409
50
$1.06M 0.57%
6,343
-202
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2
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