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
$140M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.38M
3
+$2.35M
4
FCX icon
Freeport-McMoran
FCX
+$1.34M
5
WMT icon
Walmart
WMT
+$1.05M

Top Sells

1
+$3.77M
2
+$1.91M
3
+$1.51M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.36M
5
TSN icon
Tyson Foods
TSN
+$1.33M

Sector Composition

1 Technology 12.97%
2 Financials 11.91%
3 Healthcare 11.37%
4 Consumer Discretionary 9.36%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$828K 0.59%
16,845
-220
52
$813K 0.58%
6,941
+1,243
53
$805K 0.58%
7,694
+559
54
$720K 0.52%
22,775
-435
55
$700K 0.5%
22,720
-9,588
56
$678K 0.49%
+8,063
57
$640K 0.46%
11,614
-1,674
58
$611K 0.44%
9,756
-8,377
59
$594K 0.43%
+8,617
60
$591K 0.42%
11,355
-2,538
61
$586K 0.42%
10,460
-216
62
$556K 0.4%
+3,699
63
$537K 0.38%
15,776
+2,990
64
$532K 0.38%
24,676
-9,901
65
$512K 0.37%
+14,751
66
$500K 0.36%
+9,526
67
$496K 0.36%
7,568
+282
68
$485K 0.35%
13,361
-2,293
69
$479K 0.34%
7,764
-21,552
70
$410K 0.29%
6,605
-9,443
71
$403K 0.29%
5,486
-283
72
$396K 0.28%
37,574
+19,087
73
$395K 0.28%
6,035
74
$395K 0.28%
5,517
-7,968
75
$393K 0.28%
2,973
-682
1 2
3
4 5