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
$119M
AUM Growth
-$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.34M
3
+$3.1M
4
EXPE icon
Expedia Group
EXPE
+$1.84M
5
AMZN icon
Amazon
AMZN
+$1.7M

Top Sells

1
+$3.06M
2
+$2.97M
3
+$2.92M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.38M
5
COP icon
ConocoPhillips
COP
+$2.19M

Sector Composition

1 Healthcare 15.71%
2 Technology 12.07%
3 Consumer Discretionary 11.72%
4 Financials 10.82%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$645K 0.54%
12,620
+42
52
$644K 0.54%
29,094
-3,657
53
$639K 0.54%
16,796
54
$614K 0.52%
+15,296
55
$587K 0.5%
4,938
+238
56
$572K 0.48%
9,871
-167
57
$565K 0.48%
2,864
-148
58
$555K 0.47%
11,004
-489
59
$551K 0.46%
10,946
-187
60
$547K 0.46%
10,329
+5,513
61
$539K 0.45%
18,220
62
$528K 0.45%
8,430
-120
63
$527K 0.44%
7,601
-423
64
$491K 0.41%
6,094
65
$471K 0.4%
+1,425
66
$445K 0.38%
6,292
-403
67
$437K 0.37%
13,242
-1,242
68
$411K 0.35%
6,456
-200
69
$370K 0.31%
5,849
-316
70
$363K 0.31%
+2,862
71
$358K 0.3%
+3,135
72
$350K 0.3%
3,160
+123
73
$331K 0.28%
2,108
-243
74
$331K 0.28%
2,566
-792
75
$319K 0.27%
+1,550
1 2
3
4 5