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
$253M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.03M
3
+$1.87M
4
FTNT icon
Fortinet
FTNT
+$1.32M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.3M

Top Sells

1
+$4.05M
2
+$2.87M
3
+$2.67M
4
TFC icon
Truist Financial
TFC
+$2.58M
5
DIS icon
Walt Disney
DIS
+$1.91M

Sector Composition

1 Technology 19.45%
2 Healthcare 13.22%
3 Financials 7.84%
4 Consumer Discretionary 7.31%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 1.17%
32,578
+30,178
27
$2.81M 1.11%
11,339
-432
28
$2.8M 1.11%
94,990
-2,330
29
$2.68M 1.06%
18,100
-983
30
$2.59M 1.02%
93,090
-13,225
31
$2.39M 0.94%
48,202
-1,221
32
$2.27M 0.9%
6,602
-65
33
$2.26M 0.89%
13,649
-328
34
$2.25M 0.89%
8,549
-84
35
$2.06M 0.81%
6,512
-44
36
$2.03M 0.8%
+111,009
37
$2.01M 0.79%
13,500
-2,185
38
$1.98M 0.78%
134,215
-45,582
39
$1.93M 0.76%
19,406
-825
40
$1.87M 0.74%
+55,285
41
$1.87M 0.74%
4,816
-53
42
$1.78M 0.7%
4,722
-304
43
$1.72M 0.68%
28,108
-9,766
44
$1.71M 0.67%
9,450
-634
45
$1.65M 0.65%
49,876
-2,017
46
$1.64M 0.65%
34,761
-2,694
47
$1.61M 0.64%
35,852
-676
48
$1.6M 0.63%
7,557
-1,264
49
$1.56M 0.62%
24,825
+8,342
50
$1.53M 0.6%
9,440
-10
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