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
$126M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.27M
3
+$1.13M
4
COP icon
ConocoPhillips
COP
+$881K
5
COF icon
Capital One
COF
+$795K

Top Sells

1
+$2.35M
2
+$1.5M
3
+$1.35M
4
LUMN icon
Lumen
LUMN
+$908K
5
CSX icon
CSX Corp
CSX
+$876K

Sector Composition

1 Healthcare 16.71%
2 Industrials 14.11%
3 Technology 11.32%
4 Financials 10.77%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$765K 0.61%
4,802
+7
52
$720K 0.57%
+13,740
53
$671K 0.53%
6,401
-133
54
$659K 0.52%
27,796
+13,404
55
$652K 0.52%
3,273
-2,027
56
$620K 0.49%
+11,030
57
$593K 0.47%
22,098
-6,081
58
$571K 0.45%
35,118
-327
59
$559K 0.44%
6,974
-817
60
$517K 0.41%
4,468
+860
61
$516K 0.41%
+7,977
62
$505K 0.4%
17,146
-1,541
63
$492K 0.39%
+12,209
64
$456K 0.36%
15,117
65
$452K 0.36%
6,907
-2,470
66
$449K 0.36%
9,183
-602
67
$439K 0.35%
3,602
+1,170
68
$430K 0.34%
13,627
69
$407K 0.32%
10,092
+1,525
70
$398K 0.32%
4,166
-111
71
$394K 0.31%
6,492
+75
72
$378K 0.3%
4,382
+67
73
$334K 0.27%
3,071
-1,667
74
$320K 0.25%
13,539
+300
75
$295K 0.23%
3,000
-63
1 2
3
4 5