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
$270M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$5.25M
3
+$3.67M
4
INGR icon
Ingredion
INGR
+$3.43M
5
SCHW icon
Charles Schwab
SCHW
+$3.03M

Top Sells

1
+$12M
2
+$3.98M
3
+$2.99M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.59M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.98M

Sector Composition

1 Technology 23.02%
2 Healthcare 12.57%
3 Financials 8.47%
4 Consumer Discretionary 7.69%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.14%
50,935
+629
27
$3.05M 1.13%
39,523
-1,106
28
$3.03M 1.12%
+57,815
29
$2.9M 1.07%
17,518
-582
30
$2.73M 1.01%
98,460
+6,560
31
$2.62M 0.97%
51,661
+3,459
32
$2.57M 0.95%
11,244
-95
33
$2.37M 0.88%
8,484
-65
34
$2.24M 0.83%
13,502
+2
35
$2.23M 0.83%
4,805
-11
36
$2.15M 0.8%
13,432
-217
37
$2.1M 0.78%
110,009
-1,000
38
$2.04M 0.75%
6,224
-378
39
$1.96M 0.73%
6,640
+128
40
$1.82M 0.67%
37,735
+1,883
41
$1.8M 0.67%
4,503
-219
42
$1.79M 0.66%
26,351
+1,526
43
$1.77M 0.66%
18,259
-1,147
44
$1.72M 0.64%
25,814
-1,146
45
$1.71M 0.63%
9,391
-59
46
$1.7M 0.63%
34,626
-135
47
$1.65M 0.61%
7,817
-7,934
48
$1.63M 0.61%
50,465
-4,820
49
$1.59M 0.59%
10,987
+9,071
50
$1.55M 0.58%
3,105
-97
1
2
3 4 5