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
$454M
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.16M
3
+$975K
4
CTVA icon
Corteva
CTVA
+$930K
5
TSM icon
TSMC
TSM
+$877K

Top Sells

1
+$10.6M
2
+$9.84M
3
+$8.84M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$7.39M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$7.14M

Sector Composition

1 Technology 26.98%
2 Financials 9.99%
3 Communication Services 8.06%
4 Healthcare 7.93%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 0.84%
38,224
-3,485
27
$3.77M 0.83%
27,424
-568
28
$3.74M 0.82%
41,401
-1,285
29
$3.67M 0.81%
39,774
-802
30
$3.4M 0.75%
183,984
-178,364
31
$3.31M 0.73%
35,891
-202
32
$3.24M 0.71%
6,414
-40
33
$3.18M 0.7%
11,388
-347
34
$3.16M 0.7%
23,820
-261
35
$3.12M 0.69%
14,893
-622
36
$3.06M 0.67%
82,513
+3,695
37
$3.04M 0.67%
48,101
-693
38
$3.04M 0.67%
13,756
-1,283
39
$2.96M 0.65%
55,427
+632
40
$2.91M 0.64%
14,718
+4,440
41
$2.6M 0.57%
46,959
-45,845
42
$2.54M 0.56%
11,305
-148
43
$2.48M 0.55%
50,038
-36,238
44
$2.47M 0.54%
12,168
-137
45
$2.44M 0.54%
35,436
-34,392
46
$2.41M 0.53%
5,681
47
$2.31M 0.51%
45,602
-612
48
$2.21M 0.49%
3,502
-314
49
$2.14M 0.47%
61,783
+1,235
50
$2.13M 0.47%
666
+56
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