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
$170M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.8M
3
+$1.96M
4
NOW icon
ServiceNow
NOW
+$1.8M
5
MFC icon
Manulife Financial
MFC
+$1.63M

Top Sells

1
+$2.72M
2
+$1.95M
3
+$1.83M
4
GE icon
GE Aerospace
GE
+$1.83M
5
GLW icon
Corning
GLW
+$1.08M

Sector Composition

1 Healthcare 12.34%
2 Technology 12.09%
3 Financials 10.85%
4 Consumer Discretionary 9.87%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.62%
20,339
-7,407
52
$992K 0.58%
20,058
+441
53
$989K 0.58%
16,918
+11,644
54
$942K 0.55%
34,485
+23,234
55
$837K 0.49%
7,073
-3,760
56
$821K 0.48%
17,487
-41,524
57
$791K 0.47%
12,251
-12,926
58
$786K 0.46%
9,494
-5,381
59
$765K 0.45%
11,924
-86
60
$757K 0.45%
1,697
-327
61
$757K 0.45%
6,314
-15,268
62
$756K 0.44%
15,683
+5,197
63
$746K 0.44%
4,363
+1,912
64
$736K 0.43%
25,864
-143
65
$734K 0.43%
29,185
+2,933
66
$713K 0.42%
+14,679
67
$704K 0.41%
9,631
+885
68
$690K 0.41%
+27,227
69
$690K 0.41%
5,825
+2,275
70
$674K 0.4%
+3,381
71
$637K 0.37%
14,127
-68
72
$631K 0.37%
9,562
-1,223
73
$610K 0.36%
9,605
-180
74
$591K 0.35%
11,323
+1,942
75
$552K 0.32%
2,819
+1,494
1 2
3
4 5