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
$107M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$990K
3
+$721K
4
KMI icon
Kinder Morgan
KMI
+$682K
5
WU icon
Western Union
WU
+$469K

Top Sells

1
+$2.09M
2
+$1.53M
3
+$581K
4
MSFT icon
Microsoft
MSFT
+$559K
5
TSCO icon
Tractor Supply
TSCO
+$498K

Sector Composition

1 Industrials 13.71%
2 Healthcare 13.5%
3 Technology 13.03%
4 Energy 10.6%
5 Financials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$620K 0.58%
6,316
-250
52
$594K 0.55%
5,509
53
$584K 0.54%
7,302
+1,396
54
$578K 0.54%
18,720
+7,742
55
$551K 0.51%
14,734
-678
56
$548K 0.51%
5,509
57
$542K 0.51%
14,720
-11,789
58
$504K 0.47%
6,037
-91
59
$469K 0.44%
+28,670
60
$451K 0.42%
3,970
61
$451K 0.42%
5,269
62
$441K 0.41%
9,959
-13
63
$408K 0.38%
+8,587
64
$391K 0.36%
+7,701
65
$391K 0.36%
3,987
-1,000
66
$375K 0.35%
5,879
67
$367K 0.34%
4,215
+1,436
68
$353K 0.33%
1,591
69
$313K 0.29%
3,706
-22
70
$294K 0.27%
2,363
-180
71
$277K 0.26%
3,211
-156
72
$269K 0.25%
+5,458
73
$261K 0.24%
3,546
-350
74
$260K 0.24%
+3,066
75
$246K 0.23%
3,020
1 2
3
4