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
$193M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.92M
3
+$1.79M
4
WCN icon
Waste Connections
WCN
+$1.59M
5
PEP icon
PepsiCo
PEP
+$1.18M

Top Sells

1
+$3.54M
2
+$2.05M
3
+$1.55M
4
TT icon
Trane Technologies
TT
+$1.19M
5
MPWR icon
Monolithic Power Systems
MPWR
+$533K

Sector Composition

1 Technology 17.73%
2 Healthcare 11.61%
3 Financials 8.56%
4 Consumer Discretionary 7.55%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.58%
26,832
-398
52
$1.03M 0.54%
9,012
-247
53
$1.02M 0.53%
13,840
-161
54
$997K 0.52%
7,356
-3,930
55
$924K 0.48%
18,747
-5,781
56
$866K 0.45%
16,132
+1,071
57
$856K 0.44%
17,649
+709
58
$855K 0.44%
31,317
+1,223
59
$797K 0.41%
6,755
+3,062
60
$772K 0.4%
7,426
+930
61
$742K 0.39%
4,686
+2,999
62
$730K 0.38%
23,001
-1,066
63
$717K 0.37%
159,760
-1,480
64
$702K 0.36%
14,640
-973
65
$671K 0.35%
6,039
+3,294
66
$633K 0.33%
26,603
+14,450
67
$632K 0.33%
7,948
-259
68
$632K 0.33%
6,608
+1,081
69
$604K 0.31%
+3,569
70
$601K 0.31%
19,248
-12,644
71
$580K 0.3%
8,091
-106
72
$557K 0.29%
3,981
+1,788
73
$552K 0.29%
28,230
-655
74
$532K 0.28%
5,117
-226
75
$457K 0.24%
5,628
-987
1 2
3
4 5