WCA

Westover Capital Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 33.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.23M
3
+$2.22M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.15M
5
CVX icon
Chevron
CVX
+$2.01M

Top Sells

1
+$9M
2
+$4.27M
3
+$2.55M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.21M
5
EOG icon
EOG Resources
EOG
+$1.86M

Sector Composition

1 Technology 26.19%
2 Financials 10.17%
3 Communication Services 8.03%
4 Consumer Discretionary 6.73%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 0.93%
140,391
+14,182
27
$4.61M 0.92%
22,410
+720
28
$4.46M 0.89%
14,861
-18
29
$4.4M 0.88%
19,441
+1,126
30
$4.25M 0.85%
+40,702
31
$4.17M 0.83%
1,123
+145
32
$4.13M 0.83%
33,713
+447
33
$4.03M 0.8%
77,353
+20,267
34
$3.94M 0.79%
25,639
-3,191
35
$3.94M 0.79%
63,194
+9,396
36
$3.71M 0.74%
34,408
+20,726
37
$3.63M 0.73%
23,558
-151
38
$3.6M 0.72%
85,689
+28,981
39
$3.36M 0.67%
14,100
+854
40
$3.24M 0.65%
6,362
+681
41
$3.1M 0.62%
22,888
-1,334
42
$3.1M 0.62%
80,430
-3,342
43
$3.07M 0.61%
46,098
-2,126
44
$2.97M 0.59%
20,463
+11,313
45
$2.95M 0.59%
28,401
+346
46
$2.91M 0.58%
20,344
+14,252
47
$2.8M 0.56%
3,129
-62
48
$2.61M 0.52%
35,931
+138
49
$2.46M 0.49%
6,065
-3,446
50
$2.35M 0.47%
30,494
+2,488
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