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
$122M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.94M
3
+$2.24M
4
GS icon
Goldman Sachs
GS
+$1.48M
5
CI icon
Cigna
CI
+$1.3M

Top Sells

1
+$2.6M
2
+$1.66M
3
+$1.5M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.47M
5
ICLR icon
Icon
ICLR
+$1.17M

Sector Composition

1 Healthcare 15%
2 Consumer Discretionary 11.1%
3 Industrials 10.51%
4 Technology 10.34%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$789K 0.65%
14,730
+2,110
52
$753K 0.62%
7,109
+4,372
53
$694K 0.57%
15,240
-56
54
$670K 0.55%
5,459
+521
55
$611K 0.5%
16,186
-610
56
$597K 0.49%
+19,293
57
$580K 0.48%
10,752
-194
58
$577K 0.47%
8,364
-66
59
$577K 0.47%
9,842
-487
60
$549K 0.45%
11,605
-2,050
61
$532K 0.44%
24,666
-4,428
62
$509K 0.42%
1,314
-111
63
$487K 0.4%
8,584
-1,287
64
$456K 0.37%
6,235
-57
65
$448K 0.37%
8,113
-2,891
66
$427K 0.35%
5,267
-827
67
$389K 0.32%
9,700
-17,451
68
$386K 0.32%
+2,316
69
$372K 0.3%
5,734
-115
70
$356K 0.29%
3,160
71
$332K 0.27%
3,439
+190
72
$327K 0.27%
2,863
-272
73
$325K 0.27%
2,506
-356
74
$322K 0.26%
+19,064
75
$255K 0.21%
10,464
-42
1 2
3
4