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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.53M
3
+$3.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.07M
5
GLD icon
SPDR Gold Trust
GLD
+$2.98M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.64%
2 Technology 12.16%
3 Healthcare 10.81%
4 Energy 9.91%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$510K 0.5%
+14,577
52
$509K 0.5%
+5,924
53
$415K 0.41%
+12,007
54
$399K 0.39%
+74,650
55
$377K 0.37%
+3,807
56
$355K 0.35%
+3,970
57
$353K 0.35%
+3,072
58
$323K 0.32%
+7,287
59
$316K 0.31%
+9,080
60
$315K 0.31%
+3,735
61
$309K 0.3%
+10,978
62
$294K 0.29%
+11,170
63
$291K 0.29%
+37,695
64
$290K 0.28%
+6,500
65
$278K 0.27%
+11,444
66
$264K 0.26%
+3,766
67
$246K 0.24%
+4,862
68
$221K 0.22%
+3,300
69
$208K 0.2%
+2,594
70
$166K 0.16%
+10,447
1 2
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