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
$186M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.6M
4
EGP icon
EastGroup Properties
EGP
+$1.45M
5
CC icon
Chemours
CC
+$1.23M

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.85M
4
AMT icon
American Tower
AMT
+$1.46M
5
RCL icon
Royal Caribbean
RCL
+$1.45M

Sector Composition

1 Technology 14.11%
2 Healthcare 10.64%
3 Consumer Discretionary 10.15%
4 Financials 9.28%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.65%
10,510
+6,213
52
$1.12M 0.6%
16,225
+10,203
53
$1.1M 0.59%
16,134
-8,001
54
$1.09M 0.59%
14,534
-515
55
$1.08M 0.58%
13,684
-390
56
$1.07M 0.58%
6,861
-246
57
$1.01M 0.54%
170,200
-28,280
58
$998K 0.54%
57,720
-6,340
59
$978K 0.53%
19,732
-269
60
$869K 0.47%
18,114
+1,016
61
$865K 0.47%
38,906
+19,160
62
$821K 0.44%
14,015
+10,319
63
$814K 0.44%
10,665
-1,203
64
$793K 0.43%
28,115
-1,273
65
$761K 0.41%
15,303
+2,774
66
$708K 0.38%
8,300
-1
67
$706K 0.38%
+13,807
68
$702K 0.38%
10,692
-748
69
$700K 0.38%
8,667
-577
70
$612K 0.33%
+10,528
71
$565K 0.3%
9,864
-1,113
72
$560K 0.3%
12,818
73
$549K 0.3%
8,419
+122
74
$533K 0.29%
10,564
-1,600
75
$501K 0.27%
11,114
-3,578
1 2
3
4 5