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
$278M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.25M
3
+$1.65M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$875K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$776K

Top Sells

1
+$1.67M
2
+$1.48M
3
+$1.15M
4
JPM icon
JPMorgan Chase
JPM
+$1.1M
5
LMT icon
Lockheed Martin
LMT
+$770K

Sector Composition

1 Technology 21.83%
2 Healthcare 11.91%
3 Communication Services 8.89%
4 Financials 7.36%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 1.47%
23,345
-6,609
27
$3.64M 1.31%
116,809
+4,454
28
$3.58M 1.29%
74,412
-285
29
$2.51M 0.9%
5,016
-19
30
$2.4M 0.87%
16,217
-555
31
$2.35M 0.85%
69,512
-3,573
32
$2.33M 0.84%
8,775
-110
33
$2.3M 0.83%
37,062
-396
34
$2.26M 0.82%
25,110
-40
35
$2.24M 0.81%
10,459
-203
36
$2.2M 0.79%
32,162
-428
37
$2.15M 0.77%
67,275
+19
38
$2.14M 0.77%
48,267
+2,424
39
$2.12M 0.76%
28,121
+1,040
40
$2.06M 0.74%
14,893
-244
41
$2M 0.72%
8,910
-41
42
$1.78M 0.64%
4,873
-2
43
$1.77M 0.64%
35,445
+15,409
44
$1.76M 0.63%
17,154
-308
45
$1.73M 0.62%
29,200
-7,600
46
$1.68M 0.6%
24,286
+774
47
$1.65M 0.59%
+39,308
48
$1.61M 0.58%
21,385
-1,748
49
$1.6M 0.58%
24,828
+1,067
50
$1.59M 0.57%
121,960
-1,040
1
2
3 4 5