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
$203M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$1.83M
3
+$1.41M
4
DIS icon
Walt Disney
DIS
+$1.1M
5
SHW icon
Sherwin-Williams
SHW
+$1.07M

Top Sells

1
+$8.58M
2
+$2.11M
3
+$1.64M
4
LUV icon
Southwest Airlines
LUV
+$1.12M
5
MOS icon
The Mosaic Company
MOS
+$855K

Sector Composition

1 Technology 16.74%
2 Healthcare 11.37%
3 Financials 10.03%
4 Communication Services 7.95%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.53%
+7,014
52
$1.01M 0.5%
7,580
+825
53
$1.01M 0.5%
+2,770
54
$931K 0.46%
6,855
-501
55
$918K 0.45%
18,080
-22,146
56
$915K 0.45%
8,094
+2,055
57
$899K 0.44%
5,182
+3,289
58
$895K 0.44%
+38,964
59
$893K 0.44%
18,243
+594
60
$858K 0.42%
17,105
-1,642
61
$848K 0.42%
7,352
-74
62
$828K 0.41%
12,656
-1,184
63
$795K 0.39%
4,844
-12,881
64
$775K 0.38%
+14,817
65
$704K 0.35%
4,639
-47
66
$694K 0.34%
14,492
-1,640
67
$671K 0.33%
7,874
-74
68
$654K 0.32%
159,280
-480
69
$644K 0.32%
20,377
+1,129
70
$627K 0.31%
+7,457
71
$621K 0.31%
6,600
-8
72
$602K 0.3%
27,665
-565
73
$595K 0.29%
3,438
-131
74
$567K 0.28%
+6,133
75
$567K 0.28%
4,073
+92
1 2
3
4 5