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
$276M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$2.55M
3
+$2.05M
4
CYBR icon
CyberArk
CYBR
+$1.04M
5
JPM icon
JPMorgan Chase
JPM
+$676K

Top Sells

1
+$4.65M
2
+$1.22M
3
+$1.21M
4
FTNT icon
Fortinet
FTNT
+$978K
5
CTVA icon
Corteva
CTVA
+$741K

Sector Composition

1 Technology 24.14%
2 Healthcare 11.92%
3 Financials 8.69%
4 Consumer Discretionary 8.23%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 1.17%
8,063
-907
27
$3.08M 1.11%
5,502
+194
28
$2.97M 1.07%
37,220
+1,235
29
$2.55M 0.92%
+31,162
30
$2.55M 0.92%
30,168
-5,301
31
$2.52M 0.91%
52,373
+1,051
32
$2.51M 0.91%
12,749
-434
33
$2.33M 0.84%
55,930
+3,554
34
$2.26M 0.82%
12,553
-576
35
$2.16M 0.78%
8,188
-96
36
$2.05M 0.74%
+83,177
37
$2.02M 0.73%
14,441
-1,023
38
$2M 0.72%
21,495
-32
39
$2M 0.72%
4,353
-98
40
$1.93M 0.7%
17,091
-437
41
$1.88M 0.68%
35,307
+780
42
$1.78M 0.65%
10,511
-421
43
$1.76M 0.64%
5,425
-237
44
$1.75M 0.63%
34,757
-3,898
45
$1.74M 0.63%
3,782
-144
46
$1.68M 0.61%
5,920
-349
47
$1.5M 0.54%
28,557
-649
48
$1.45M 0.52%
8,701
-7,304
49
$1.38M 0.5%
6,905
-259
50
$1.31M 0.47%
8,790
-630
1
2
3 4 5