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
$520M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$15M
3
+$13.6M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$10.3M
5
MBB icon
iShares MBS ETF
MBB
+$10.1M

Top Sells

1
+$6.65M
2
+$5.73M
3
+$3.4M
4
ULTA icon
Ulta Beauty
ULTA
+$1.76M
5
NTNX icon
Nutanix
NTNX
+$1.31M

Sector Composition

1 Technology 21.69%
2 Healthcare 8.25%
3 Financials 8.22%
4 Communication Services 6.22%
5 Consumer Discretionary 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46M 0.86%
15,515
-60
27
$4.32M 0.83%
4,831
-9
28
$4.29M 0.82%
86,276
+54,134
29
$4.18M 0.8%
32,673
-146
30
$4.17M 0.8%
14,301
-156
31
$4.04M 0.78%
36,093
-593
32
$3.85M 0.74%
27,992
+284
33
$3.77M 0.73%
6,454
-151
34
$3.67M 0.71%
6,415
+1,941
35
$3.46M 0.67%
24,081
-241
36
$3.45M 0.66%
42,686
-1,964
37
$3.1M 0.6%
15,039
-224
38
$2.96M 0.57%
3,816
-10
39
$2.93M 0.56%
12,340
+5,632
40
$2.92M 0.56%
48,794
-309
41
$2.92M 0.56%
11,735
-254
42
$2.78M 0.53%
78,818
+3,518
43
$2.75M 0.53%
41,476
+20,710
44
$2.58M 0.5%
11,453
-266
45
$2.45M 0.47%
10,196
+1,881
46
$2.37M 0.46%
5,681
+2,896
47
$2.33M 0.45%
14,290
+624
48
$2.25M 0.43%
11,374
-300
49
$2.23M 0.43%
2,410
-43
50
$2.11M 0.41%
54,795
+39,331
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2
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