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
$124M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.76M
3
+$1.24M
4
LVS icon
Las Vegas Sands
LVS
+$1.19M
5
LUV icon
Southwest Airlines
LUV
+$1.1M

Top Sells

1
+$3.66M
2
+$1.99M
3
+$1.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$986K
5
JPM icon
JPMorgan Chase
JPM
+$819K

Sector Composition

1 Healthcare 17.12%
2 Industrials 15.06%
3 Technology 14.26%
4 Financials 8.91%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$783K 0.63%
5,074
-178
52
$729K 0.59%
8,399
+510
53
$705K 0.57%
4,795
+2,725
54
$695K 0.56%
28,179
+792
55
$687K 0.56%
7,244
56
$674K 0.54%
6,534
+87
57
$650K 0.53%
9,377
-35
58
$648K 0.52%
6,445
+218
59
$627K 0.51%
7,791
-250
60
$602K 0.49%
35,445
-1,761
61
$586K 0.47%
18,687
+278
62
$528K 0.43%
4,738
63
$507K 0.41%
22,216
-25
64
$489K 0.4%
9,785
+1,775
65
$479K 0.39%
20,668
-8,547
66
$452K 0.37%
7,725
-2,791
67
$439K 0.35%
3,608
+1,802
68
$436K 0.35%
6,417
+1,697
69
$409K 0.33%
15,117
+486
70
$402K 0.32%
+13,627
71
$399K 0.32%
4,277
-340
72
$370K 0.3%
8,567
-4,535
73
$363K 0.29%
13,239
-3,426
74
$360K 0.29%
4,315
-83
75
$354K 0.29%
3,352
-2,518
1 2
3
4