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
$160M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.89M
3
+$2.59M
4
GS icon
Goldman Sachs
GS
+$2.53M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.52M

Top Sells

1
+$3.28M
2
+$2.77M
3
+$2.63M
4
CRS icon
Carpenter Technology
CRS
+$2.5M
5
EL icon
Estee Lauder
EL
+$2.29M

Sector Composition

1 Technology 15.56%
2 Healthcare 12.78%
3 Financials 8.02%
4 Consumer Discretionary 7.57%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$979K 0.61%
27,230
-7,186
52
$954K 0.6%
+18,027
53
$948K 0.59%
+32,465
54
$890K 0.56%
31,892
-59,332
55
$879K 0.55%
30,094
-22,635
56
$835K 0.52%
14,001
-358
57
$814K 0.51%
16,940
-404
58
$707K 0.44%
15,061
+1,282
59
$682K 0.43%
+24,067
60
$680K 0.43%
15,613
-3,764
61
$611K 0.38%
8,207
-70
62
$596K 0.37%
15,025
-49,523
63
$578K 0.36%
+6,496
64
$538K 0.34%
161,240
-5,120
65
$498K 0.31%
8,197
+1,965
66
$491K 0.31%
+7,499
67
$491K 0.31%
+5,343
68
$482K 0.3%
28,885
-1,005
69
$471K 0.29%
+5,527
70
$460K 0.29%
10,611
+130
71
$451K 0.28%
+2,051
72
$443K 0.28%
6,615
-6,434
73
$425K 0.27%
+3,470
74
$411K 0.26%
+13,566
75
$402K 0.25%
4,177
-6,156
1 2
3
4 5