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
$135M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.83M
3
+$1.79M
4
GM icon
General Motors
GM
+$1.79M
5
XOM icon
Exxon Mobil
XOM
+$1.61M

Top Sells

1
+$2.37M
2
+$1.68M
3
+$1.41M
4
GT icon
Goodyear
GT
+$1.2M
5
JCI icon
Johnson Controls International
JCI
+$1.15M

Sector Composition

1 Healthcare 13.5%
2 Technology 13.05%
3 Consumer Discretionary 9.01%
4 Industrials 8.68%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$880K 0.65%
37,225
-7,041
52
$873K 0.65%
+34,577
53
$863K 0.64%
+8,254
54
$847K 0.63%
17,065
-1,953
55
$796K 0.59%
23,210
+3,917
56
$776K 0.58%
7,135
+26
57
$702K 0.52%
5,698
+239
58
$635K 0.47%
+13,893
59
$615K 0.46%
+8,790
60
$601K 0.45%
+20,282
61
$591K 0.44%
15,654
-10,191
62
$588K 0.44%
13,288
+1,683
63
$579K 0.43%
+8,536
64
$553K 0.41%
23,004
+12,540
65
$503K 0.37%
10,676
-76
66
$468K 0.35%
7,286
-1,298
67
$468K 0.35%
5,070
-8,814
68
$468K 0.35%
20,297
+1,233
69
$459K 0.34%
+3,655
70
$447K 0.33%
6,035
-200
71
$442K 0.33%
12,786
-3,400
72
$427K 0.32%
7,657
-456
73
$422K 0.31%
18,738
-5,928
74
$416K 0.31%
5,141
-126
75
$411K 0.31%
+14,993
1 2
3
4