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
$388M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$2.71M
3
+$1.69M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.46M
5
SM icon
SM Energy
SM
+$1.12M

Top Sells

1
+$2.18M
2
+$1.24M
3
+$781K
4
PXD
Pioneer Natural Resource Co.
PXD
+$777K
5
WDAY icon
Workday
WDAY
+$690K

Sector Composition

1 Technology 25.95%
2 Healthcare 10.17%
3 Financials 9.61%
4 Communication Services 7.64%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 0.88%
32,819
+462
27
$3.36M 0.87%
6,605
-644
28
$3.18M 0.82%
27,708
-210
29
$3.15M 0.81%
3,826
-407
30
$3.02M 0.78%
44,650
+2,679
31
$3.01M 0.78%
24,322
-997
32
$2.9M 0.75%
11,989
-501
33
$2.84M 0.73%
147,980
-4,672
34
$2.81M 0.72%
49,103
-1,110
35
$2.74M 0.71%
75,300
+1,313
36
$2.71M 0.7%
+99,604
37
$2.71M 0.7%
45,788
+2,177
38
$2.69M 0.69%
15,263
-306
39
$2.64M 0.68%
11,719
-370
40
$2.61M 0.67%
33,832
-10,108
41
$2.48M 0.64%
2,427
+1,062
42
$2.37M 0.61%
13,666
-372
43
$2.26M 0.58%
4,997
-108
44
$2.26M 0.58%
4,474
+555
45
$2.24M 0.58%
35,017
+28
46
$2.24M 0.58%
8,315
+200
47
$2.21M 0.57%
19,102
+84
48
$2.15M 0.55%
5,214
+172
49
$2.12M 0.55%
3,556
-113
50
$2.02M 0.52%
16,021
-251
1
2
3 4 5