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
$213M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.56M
3
+$2.27M
4
UPS icon
United Parcel Service
UPS
+$1.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.72M

Top Sells

1
+$6.38M
2
+$3.09M
3
+$2.58M
4
TRP icon
TC Energy
TRP
+$1.99M
5
CVX icon
Chevron
CVX
+$1.88M

Sector Composition

1 Technology 21.69%
2 Healthcare 13.59%
3 Communication Services 7.96%
4 Consumer Staples 7.72%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 1.19%
12,799
-6,014
27
$2.49M 1.17%
5,725
+1,556
28
$2.48M 1.16%
9,905
-1,798
29
$2.38M 1.12%
9,210
-1,760
30
$2.28M 1.07%
17,254
-685
31
$2.27M 1.07%
+54,134
32
$2.19M 1.03%
37,227
-2,375
33
$2.18M 1.02%
46,745
-2,259
34
$2.13M 1%
44,000
-9,800
35
$2.08M 0.97%
5,686
-1
36
$2.06M 0.97%
11,191
+187
37
$2.06M 0.96%
74,417
-42,514
38
$2.03M 0.95%
31,297
-463
39
$1.84M 0.86%
15,486
-796
40
$1.8M 0.84%
45,087
+5,517
41
$1.72M 0.81%
+44,309
42
$1.64M 0.77%
17,453
-193
43
$1.54M 0.72%
+38,788
44
$1.47M 0.69%
6,192
-151
45
$1.44M 0.67%
151,320
-5,240
46
$1.38M 0.65%
44,896
-41,700
47
$1.35M 0.63%
+19,301
48
$1.33M 0.62%
36,604
-4,199
49
$1.29M 0.61%
21,621
+14,999
50
$1.25M 0.59%
4,044
-251
1
2
3 4 5