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
$184M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.56M
3
+$2.49M
4
AMT icon
American Tower
AMT
+$1.89M
5
PHM icon
Pultegroup
PHM
+$1.77M

Top Sells

1
+$3.32M
2
+$2.36M
3
+$1.92M
4
CELG
Celgene Corp
CELG
+$1.87M
5
EXPE icon
Expedia Group
EXPE
+$1.77M

Sector Composition

1 Technology 12.71%
2 Consumer Discretionary 11.07%
3 Financials 10.58%
4 Healthcare 9.51%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.64%
42,442
+6,536
52
$1.18M 0.64%
24,135
-3,522
53
$1.15M 0.63%
198,480
-38,440
54
$1.11M 0.61%
14,074
+224
55
$1.11M 0.6%
7,107
-12
56
$1.1M 0.6%
20,001
+3,012
57
$911K 0.5%
15,049
58
$881K 0.48%
29,388
-1,645
59
$853K 0.46%
11,868
-21
60
$818K 0.45%
17,098
-446
61
$792K 0.43%
6,846
+4,045
62
$762K 0.41%
+15,065
63
$724K 0.39%
6,205
-87
64
$721K 0.39%
11,440
+1,315
65
$720K 0.39%
10,977
-331
66
$716K 0.39%
8,301
-430
67
$709K 0.39%
+14,692
68
$653K 0.36%
12,529
+2,108
69
$650K 0.35%
9,244
-114
70
$633K 0.34%
12,164
-2,561
71
$613K 0.33%
+7,385
72
$568K 0.31%
+1,049
73
$552K 0.3%
19,843
-6,001
74
$544K 0.3%
+1,609
75
$519K 0.28%
8,297
-88
1 2
3
4 5