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
$320M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.34M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
MYRG icon
MYR Group
MYRG
+$868K

Top Sells

1
+$2.22M
2
+$790K
3
+$682K
4
LOVE icon
LoveSac
LOVE
+$473K
5
LUV icon
Southwest Airlines
LUV
+$417K

Sector Composition

1 Technology 21.26%
2 Healthcare 11.26%
3 Communication Services 8.6%
4 Financials 8.24%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 1.23%
46,370
+175
27
$3.76M 1.18%
122,716
-6,521
28
$3.69M 1.15%
117,953
-31
29
$3.32M 1.04%
41,415
+3,152
30
$3.21M 1%
5,567
+344
31
$2.72M 0.85%
42,249
-2,223
32
$2.7M 0.84%
8,218
-46
33
$2.67M 0.84%
24,397
-507
34
$2.64M 0.83%
56,769
-447
35
$2.51M 0.79%
33,442
+2,440
36
$2.51M 0.79%
12,802
-109
37
$2.5M 0.78%
52,050
+2,697
38
$2.45M 0.77%
118,250
-750
39
$2.45M 0.77%
10,159
-135
40
$2.37M 0.74%
9,241
+7,195
41
$2.3M 0.72%
29,070
-566
42
$2.29M 0.72%
6,072
+722
43
$2.27M 0.71%
14,238
-413
44
$2.27M 0.71%
8,556
-41
45
$2.26M 0.71%
38,157
+2,940
46
$2.19M 0.68%
13,118
-77
47
$2.09M 0.65%
16,593
-137
48
$2.08M 0.65%
4,282
-22
49
$2.06M 0.65%
2,766
-156
50
$2.02M 0.63%
13,421
-190
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