WCA

Westover Capital Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 37.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.61M
3
+$1.18M
4
EBAY icon
eBay
EBAY
+$845K
5
HIG icon
Hartford Financial Services
HIG
+$791K

Top Sells

1
+$2.55M
2
+$2.27M
3
+$1.94M
4
CLS icon
Celestica
CLS
+$1.38M
5
CVX icon
Chevron
CVX
+$1.32M

Sector Composition

1 Technology 27.08%
2 Financials 10.39%
3 Communication Services 8.52%
4 Healthcare 6.72%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.45M 1.01%
8,383
-1,957
27
$5.36M 0.99%
148,160
+7,769
28
$5.23M 0.97%
50,790
+728
29
$4.78M 0.88%
1,114
-9
30
$4.53M 0.84%
14,495
-366
31
$4.53M 0.84%
62,223
-971
32
$4.52M 0.84%
42,428
+1,726
33
$4.44M 0.82%
24,952
-687
34
$4.4M 0.81%
12,895
+5,110
35
$4.25M 0.79%
33,475
-238
36
$4.11M 0.76%
22,330
-80
37
$4.05M 0.75%
35,957
+1,549
38
$4.05M 0.75%
23,431
-127
39
$3.35M 0.62%
14,011
-89
40
$3.3M 0.61%
3,063
-66
41
$3.18M 0.59%
77,035
+29,316
42
$3.04M 0.56%
44,193
-1,905
43
$3M 0.56%
20,173
-290
44
$2.95M 0.55%
14,492
+3,100
45
$2.91M 0.54%
6,007
-58
46
$2.89M 0.53%
6,318
-44
47
$2.85M 0.53%
82,608
+2,178
48
$2.71M 0.5%
28,325
-76
49
$2.71M 0.5%
34,576
-1,355
50
$2.56M 0.47%
11,595
-123
1
2
3 4 5