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
$150M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.44M
3
+$1.43M
4
SINA
Sina Corp
SINA
+$1.42M
5
PG icon
Procter & Gamble
PG
+$1.26M

Top Sells

1
+$1.92M
2
+$1.74M
3
+$1.38M
4
VTR icon
Ventas
VTR
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$976K

Sector Composition

1 Technology 12.69%
2 Healthcare 12.45%
3 Financials 12.36%
4 Consumer Discretionary 9.58%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$983K 0.66%
36,424
-481
52
$953K 0.64%
8,083
+1,142
53
$942K 0.63%
+20,609
54
$875K 0.58%
2,185
-195
55
$854K 0.57%
26,302
+3,582
56
$797K 0.53%
7,124
-570
57
$730K 0.49%
54,644
-46,826
58
$708K 0.47%
+16,900
59
$697K 0.46%
+26,355
60
$687K 0.46%
+12,030
61
$685K 0.46%
9,702
+1,085
62
$661K 0.44%
10,144
+388
63
$658K 0.44%
10,446
-14
64
$653K 0.44%
11,740
+126
65
$634K 0.42%
10,989
-366
66
$548K 0.37%
3,696
-3
67
$517K 0.34%
+9,961
68
$514K 0.34%
13,968
-783
69
$510K 0.34%
7,747
+179
70
$503K 0.34%
7,343
-24
71
$494K 0.33%
9,350
-176
72
$472K 0.31%
13,078
-283
73
$471K 0.31%
6,545
-60
74
$449K 0.3%
32,575
-24,675
75
$445K 0.3%
+27,730
1 2
3
4 5