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
$342M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.17M
3
+$1.84M
4
TNET icon
TriNet
TNET
+$1.74M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.33M

Top Sells

1
+$3.77M
2
+$3.02M
3
+$2.26M
4
EOG icon
EOG Resources
EOG
+$1.99M
5
AVGO icon
Broadcom
AVGO
+$1.35M

Sector Composition

1 Technology 24.47%
2 Healthcare 11.04%
3 Financials 9.26%
4 Consumer Discretionary 8.46%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 0.98%
66,234
+14,076
27
$3.26M 0.95%
27,918
-904
28
$3.15M 0.92%
12,490
-295
29
$3.15M 0.92%
25,319
+2,723
30
$3.02M 0.88%
32,357
-1,082
31
$2.98M 0.87%
152,652
+50,778
32
$2.96M 0.87%
4,233
-56
33
$2.94M 0.86%
12,089
-600
34
$2.83M 0.83%
14,038
+10,779
35
$2.82M 0.83%
50,213
-187
36
$2.67M 0.78%
+73,987
37
$2.54M 0.74%
15,569
+712
38
$2.53M 0.74%
41,971
-1,412
39
$2.51M 0.73%
43,611
+32,027
40
$2.47M 0.72%
4,716
-84
41
$2.42M 0.71%
19,018
-405
42
$2.28M 0.67%
8,077
-133
43
$2.23M 0.65%
12,728
-350
44
$2.18M 0.64%
16,417
+13,162
45
$2.15M 0.63%
34,989
-520
46
$2.13M 0.62%
5,105
-247
47
$2.1M 0.61%
3,669
-113
48
$2.08M 0.61%
16,272
-15,530
49
$2.04M 0.6%
5,042
+76
50
$2.02M 0.59%
12,876
-108
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2
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