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
$182M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.95M
3
+$2.71M
4
STZ icon
Constellation Brands
STZ
+$2.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.6M

Top Sells

1
+$5.03M
2
+$2.29M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.99M
5
MO icon
Altria Group
MO
+$1.95M

Sector Composition

1 Technology 12.05%
2 Healthcare 11.3%
3 Consumer Discretionary 10.91%
4 Financials 10.46%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.69%
43,899
-7,492
52
$1.24M 0.68%
25,394
+3,526
53
$1.23M 0.67%
7,119
+143
54
$1.15M 0.63%
236,920
-45,240
55
$1.11M 0.61%
13,850
+4,219
56
$1.08M 0.6%
9,099
+3,274
57
$1.02M 0.56%
55,440
+40,670
58
$1.01M 0.55%
+35,906
59
$1M 0.55%
19,797
-542
60
$979K 0.54%
5,982
+449
61
$951K 0.52%
16,989
+1,306
62
$928K 0.51%
5,261
+898
63
$916K 0.5%
31,033
+3,806
64
$888K 0.49%
6,997
-15,702
65
$841K 0.46%
17,544
+2,865
66
$826K 0.45%
11,889
-35
67
$824K 0.45%
25,844
-20
68
$812K 0.45%
8,831
+2,300
69
$802K 0.44%
8,731
-763
70
$768K 0.42%
6,742
-331
71
$760K 0.42%
1,677
-20
72
$751K 0.41%
11,308
-943
73
$735K 0.4%
6,292
-22
74
$732K 0.4%
14,725
-2,762
75
$702K 0.39%
+15,049
1 2
3
4 5