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
$288M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$4.65M
3
+$2.03M
4
SCHW icon
Charles Schwab
SCHW
+$1.86M
5
ENSG icon
The Ensign Group
ENSG
+$1.69M

Top Sells

1
+$8.04M
2
+$7.63M
3
+$3.05M
4
CTVA icon
Corteva
CTVA
+$2.18M
5
CVS icon
CVS Health
CVS
+$2.12M

Sector Composition

1 Technology 25.92%
2 Healthcare 12.52%
3 Financials 8.82%
4 Consumer Discretionary 7.88%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 1.23%
33,452
-286
27
$3.2M 1.11%
35,469
-891
28
$2.98M 1.04%
5,308
+503
29
$2.78M 0.97%
16,005
-1,513
30
$2.69M 0.94%
35,985
+9,634
31
$2.58M 0.9%
51,322
-339
32
$2.53M 0.88%
13,129
-303
33
$2.5M 0.87%
52,376
+42,475
34
$2.47M 0.86%
8,284
-200
35
$2.42M 0.84%
13,183
-319
36
$2.16M 0.75%
4,451
-52
37
$2.15M 0.75%
15,464
+4,477
38
$2.05M 0.71%
21,527
+17,738
39
$2.02M 0.7%
10,932
+1,541
40
$2.01M 0.7%
38,655
+920
41
$1.89M 0.66%
24,951
-863
42
$1.88M 0.65%
6,269
+1,485
43
$1.88M 0.65%
22,426
+1,619
44
$1.83M 0.63%
5,662
-562
45
$1.81M 0.63%
34,527
-99
46
$1.72M 0.6%
17,528
-731
47
$1.71M 0.59%
3,926
+32
48
$1.7M 0.59%
29,206
+18,286
49
$1.58M 0.55%
2,929
-176
50
$1.47M 0.51%
7,164
+974
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