WCA

Westover Capital Advisors Portfolio holdings

AUM $500M
1-Year Est. Return 29.03%
This Quarter Est. Return
1 Year Est. Return
+29.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.72M
3
+$1.47M
4
TEX icon
Terex
TEX
+$1.3M
5
BX icon
Blackstone
BX
+$1.17M

Top Sells

1
+$1.53M
2
+$1.18M
3
+$1.13M
4
ABBV icon
AbbVie
ABBV
+$1.07M
5
AFL icon
Aflac
AFL
+$1.02M

Sector Composition

1 Industrials 13.75%
2 Healthcare 12.45%
3 Technology 11.9%
4 Financials 10.43%
5 Energy 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$782K 0.66%
21,579
+580
52
$727K 0.61%
8,138
+2,101
53
$675K 0.57%
8,401
-1,152
54
$668K 0.56%
6,386
+70
55
$647K 0.55%
+4,032
56
$643K 0.54%
7,302
57
$617K 0.52%
14,715
-19
58
$593K 0.5%
5,509
59
$591K 0.5%
17,872
-848
60
$577K 0.49%
20,762
-4,474
61
$546K 0.46%
3,148
-225
62
$528K 0.45%
4,828
-681
63
$520K 0.44%
+19,342
64
$491K 0.41%
+8,475
65
$468K 0.39%
+36,354
66
$462K 0.39%
5,269
67
$435K 0.37%
3,670
-300
68
$427K 0.36%
+19,989
69
$408K 0.34%
4,587
+372
70
$399K 0.34%
4,573
+1,362
71
$389K 0.33%
7,958
-629
72
$359K 0.3%
3,564
-423
73
$358K 0.3%
5,765
-114
74
$330K 0.28%
1,591
75
$282K 0.24%
3,334
-372
1 2
3
4