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
$244M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.18M
3
+$1.81M
4
PJT icon
PJT Partners
PJT
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.53M

Top Sells

1
+$1.78M
2
+$1.64M
3
+$1.38M
4
FIVN icon
FIVE9
FIVN
+$783K
5
AVGO icon
Broadcom
AVGO
+$610K

Sector Composition

1 Technology 21.06%
2 Healthcare 13.14%
3 Communication Services 7.93%
4 Consumer Staples 7.69%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.37%
81,829
+37,520
27
$2.66M 1.09%
84,666
+69,418
28
$2.47M 1.01%
5,035
-690
29
$2.47M 1.01%
8,885
-1,020
30
$2.34M 0.96%
10,662
-529
31
$2.33M 0.95%
16,772
-482
32
$2.26M 0.93%
5,904
+218
33
$2.26M 0.93%
37,458
+231
34
$2.16M 0.89%
8,951
-259
35
$2.14M 0.88%
73,085
-1,332
36
$1.96M 0.8%
15,137
-349
37
$1.93M 0.79%
25,150
+5,849
38
$1.9M 0.78%
32,590
+1,293
39
$1.88M 0.77%
45,843
+756
40
$1.83M 0.75%
23,133
-20,743
41
$1.81M 0.74%
+67,256
42
$1.81M 0.74%
17,462
+9
43
$1.79M 0.73%
36,800
-7,200
44
$1.69M 0.69%
42,984
-3,761
45
$1.66M 0.68%
123,000
-28,320
46
$1.64M 0.67%
+27,081
47
$1.48M 0.61%
44,918
-9,216
48
$1.41M 0.58%
23,761
+2,140
49
$1.41M 0.58%
35,703
-901
50
$1.4M 0.58%
+12,721
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