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
$224M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.8M
3
+$952K
4
KO icon
Coca-Cola
KO
+$751K
5
LEN icon
Lennar Class A
LEN
+$507K

Top Sells

1
+$2.2M
2
+$1.36M
3
+$1.27M
4
TMO icon
Thermo Fisher Scientific
TMO
+$909K
5
CSCO icon
Cisco
CSCO
+$892K

Sector Composition

1 Technology 18.05%
2 Healthcare 11.36%
3 Financials 10.04%
4 Communication Services 7.89%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.52%
6,545
-91
52
$1.12M 0.5%
9,849
+646
53
$1.05M 0.47%
5,585
+211
54
$998K 0.45%
8,754
+953
55
$928K 0.42%
18,904
+181
56
$904K 0.4%
16,738
-356
57
$891K 0.4%
151,440
-7,320
58
$890K 0.4%
7,126
+2,160
59
$888K 0.4%
3,509
-1,523
60
$879K 0.39%
7,623
-27
61
$875K 0.39%
3,723
-278
62
$867K 0.39%
17,145
-34
63
$847K 0.38%
11,432
-131
64
$832K 0.37%
25,575
-67,502
65
$790K 0.35%
8,661
+3,838
66
$776K 0.35%
5,917
-6
67
$760K 0.34%
8,751
+669
68
$751K 0.34%
+13,568
69
$741K 0.33%
4,559
-12
70
$710K 0.32%
6,112
-30
71
$704K 0.31%
11,546
+5,746
72
$699K 0.31%
7,898
-15,337
73
$698K 0.31%
20,666
-254
74
$693K 0.31%
37,095
+9,775
75
$672K 0.3%
11,156
-1,015
1 2
3
4 5