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
$123M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.69M
3
+$1.53M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.52M
5
CAG icon
Conagra Brands
CAG
+$958K

Top Sells

1
+$1.57M
2
+$1.17M
3
+$1.07M
4
UNH icon
UnitedHealth
UNH
+$1.06M
5
NOV icon
NOV
NOV
+$970K

Sector Composition

1 Industrials 13.33%
2 Healthcare 12.71%
3 Technology 12%
4 Financials 10.2%
5 Energy 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.61%
+21,337
52
$742K 0.6%
+10,483
53
$690K 0.56%
+29,220
54
$666K 0.54%
6,244
-142
55
$660K 0.54%
8,241
-160
56
$660K 0.54%
10,112
-12,539
57
$652K 0.53%
7,244
-58
58
$650K 0.53%
11,262
-12,691
59
$634K 0.52%
5,300
-209
60
$610K 0.5%
6,250
+981
61
$606K 0.49%
+8,579
62
$584K 0.48%
15,247
-28,052
63
$566K 0.46%
6,013
-2,329
64
$563K 0.46%
18,409
+537
65
$526K 0.43%
2,898
-250
66
$517K 0.42%
4,738
-90
67
$514K 0.42%
36,354
68
$509K 0.42%
+5,009
69
$461K 0.38%
18,105
-24,918
70
$461K 0.38%
+23,181
71
$439K 0.36%
8,786
+828
72
$395K 0.32%
4,617
+30
73
$393K 0.32%
8,547
-6,168
74
$374K 0.3%
16,568
-4,194
75
$360K 0.29%
5,288
-477
1 2
3
4