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
$450M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$7.84M
3
+$3.89M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.59M
5
EHC icon
Encompass Health
EHC
+$3.37M

Top Sells

1
+$5.54M
2
+$2.96M
3
+$2.93M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.6M
5
ACGL icon
Arch Capital
ACGL
+$2.33M

Sector Composition

1 Technology 22.78%
2 Financials 10.13%
3 Healthcare 8.59%
4 Communication Services 7.71%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 0.93%
7,298
+466
27
$4.14M 0.92%
14,879
+3,574
28
$4.12M 0.91%
11,136
-321
29
$4.04M 0.9%
31,506
+15,837
30
$3.89M 0.86%
+126,209
31
$3.73M 0.83%
978
+312
32
$3.59M 0.8%
45,498
+5,724
33
$3.54M 0.79%
83,772
+1,259
34
$3.53M 0.78%
13,246
-510
35
$3.45M 0.77%
4,338
-55
36
$3.37M 0.75%
+33,266
37
$3.35M 0.74%
6,401
-13
38
$3.28M 0.73%
24,222
-3,202
39
$3.17M 0.7%
53,798
+3,760
40
$3.07M 0.68%
23,709
-111
41
$3.04M 0.68%
48,224
+123
42
$3.04M 0.68%
18,315
+3,597
43
$2.81M 0.62%
+28,055
44
$2.67M 0.59%
5,681
45
$2.62M 0.58%
+57,086
46
$2.58M 0.57%
11,683
+2,601
47
$2.56M 0.57%
10,757
-631
48
$2.55M 0.57%
128,934
-55,050
49
$2.4M 0.53%
21,018
+5,431
50
$2.35M 0.52%
35,793
+357
1
2
3 4 5