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
$291M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.25M
3
+$2.4M
4
GD icon
General Dynamics
GD
+$2.35M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.36M

Top Sells

1
+$2.78M
2
+$2.53M
3
+$2.43M
4
D icon
Dominion Energy
D
+$1.61M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.35M

Sector Composition

1 Technology 20.03%
2 Healthcare 11.01%
3 Communication Services 8.6%
4 Financials 8.19%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 1.32%
122,857
-33,523
27
$3.81M 1.31%
124,694
+7,885
28
$3.53M 1.21%
46,867
+14,705
29
$3.04M 1.04%
107,869
+40,594
30
$2.93M 1.01%
18,716
-4,629
31
$2.92M 1%
64,392
-10,020
32
$2.82M 0.97%
38,939
+3,494
33
$2.68M 0.92%
25,092
-18
34
$2.61M 0.9%
8,540
-235
35
$2.35M 0.81%
+12,934
36
$2.33M 0.8%
47,349
-918
37
$2.32M 0.8%
10,365
-94
38
$2.27M 0.78%
4,782
-234
39
$2.26M 0.78%
35,862
-1,200
40
$2.13M 0.73%
45,767
+6,459
41
$2.13M 0.73%
8,902
-8
42
$2.05M 0.7%
14,288
-605
43
$2.04M 0.7%
30,111
+1,990
44
$2.03M 0.7%
27,588
+12,898
45
$1.98M 0.68%
14,003
-2,214
46
$1.9M 0.65%
25,580
+752
47
$1.87M 0.64%
3,023
-180
48
$1.85M 0.64%
35,693
+1,206
49
$1.84M 0.63%
17,003
-151
50
$1.7M 0.59%
21,928
-2,358
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