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
$152M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.68M
3
+$942K
4
MON
Monsanto Co
MON
+$771K
5
ABBV icon
AbbVie
ABBV
+$718K

Top Sells

1
+$3.05M
2
+$2.43M
3
+$1.36M
4
SVC
Service Properties Trust
SVC
+$1.02M
5
J icon
Jacobs Solutions
J
+$942K

Sector Composition

1 Healthcare 13.76%
2 Technology 11.89%
3 Financials 11.73%
4 Consumer Discretionary 9.79%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$942K 0.62%
+28,365
52
$869K 0.57%
2,024
-161
53
$767K 0.5%
12,010
-20
54
$747K 0.49%
26,007
-348
55
$674K 0.44%
10,785
-204
56
$674K 0.44%
5,837
-1,287
57
$672K 0.44%
8,746
-956
58
$628K 0.41%
+26,252
59
$621K 0.41%
11,203
-537
60
$608K 0.4%
+12,764
61
$600K 0.39%
+21,827
62
$574K 0.38%
9,785
-176
63
$564K 0.37%
+10,486
64
$529K 0.35%
14,195
+227
65
$502K 0.33%
6,447
-98
66
$489K 0.32%
9,381
+31
67
$478K 0.31%
+3,400
68
$474K 0.31%
+19,648
69
$465K 0.31%
7,343
70
$458K 0.3%
3,190
-506
71
$456K 0.3%
10,525
+4,919
72
$427K 0.28%
5,291
-231
73
$423K 0.28%
2,911
-13
74
$395K 0.26%
5,325
+100
75
$388K 0.26%
+3,550
1 2
3
4 5