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
$117M
AUM Growth
-$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$415K
3
+$372K
4
TXNM
TXNM Energy Inc
TXNM
+$331K
5
TSN icon
Tyson Foods
TSN
+$232K

Top Sells

1
+$2.1M
2
+$1.48M
3
+$690K
4
TEX icon
Terex
TEX
+$652K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$592K

Sector Composition

1 Industrials 13.76%
2 Healthcare 13.67%
3 Technology 12.71%
4 Financials 9.48%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.58%
7,244
52
$668K 0.57%
7,889
-690
53
$660K 0.57%
5,252
-48
54
$651K 0.56%
9,412
-700
55
$651K 0.56%
6,227
-17
56
$643K 0.55%
8,041
-200
57
$639K 0.55%
15,499
-2,371
58
$623K 0.53%
18,409
59
$621K 0.53%
+6,447
60
$595K 0.51%
37,206
+852
61
$589K 0.5%
13,102
-2,145
62
$587K 0.5%
5,870
-380
63
$522K 0.45%
4,738
64
$477K 0.41%
16,665
-1,440
65
$475K 0.41%
22,241
-940
66
$421K 0.36%
4,617
67
$418K 0.36%
14,631
-1,937
68
$417K 0.36%
2,716
-182
69
$395K 0.34%
8,010
-537
70
$393K 0.34%
8,395
-391
71
$376K 0.32%
4,398
-611
72
$331K 0.28%
+11,161
73
$331K 0.28%
4,720
-568
74
$283K 0.24%
2,070
75
$277K 0.24%
3,066
1 2
3
4