WCA

Westover Capital Advisors Portfolio holdings

AUM $500M
1-Year Est. Return 29.03%
This Quarter Est. Return
1 Year Est. Return
+29.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.8M
3
+$2.58M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
ADPT icon
Adaptive Biotechnologies
ADPT
+$1.5M

Top Sells

1
+$6.23M
2
+$4.88M
3
+$2.73M
4
PANW icon
Palo Alto Networks
PANW
+$2.14M
5
GM icon
General Motors
GM
+$1.99M

Sector Composition

1 Technology 18.2%
2 Healthcare 12.72%
3 Financials 8.23%
4 Consumer Staples 8.15%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.56%
156,560
+5,120
52
$930K 0.5%
5,775
+190
53
$924K 0.5%
18,892
-12
54
$868K 0.47%
4,295
-555
55
$867K 0.47%
10,983
+2,232
56
$846K 0.46%
16,927
-218
57
$823K 0.45%
8,826
-854
58
$821K 0.44%
8,875
+121
59
$811K 0.44%
23,918
-1,092
60
$735K 0.4%
6,682
-444
61
$723K 0.39%
3,621
-102
62
$675K 0.37%
25,711
+136
63
$661K 0.36%
7,473
+119
64
$650K 0.35%
8,530
+632
65
$644K 0.35%
4,315
-3,254
66
$638K 0.35%
4,429
-130
67
$626K 0.34%
36,995
-100
68
$620K 0.34%
+1,864
69
$607K 0.33%
5,830
-87
70
$600K 0.32%
13,568
71
$577K 0.31%
16,198
-540
72
$560K 0.3%
2,142
+122
73
$555K 0.3%
6,911
+197
74
$551K 0.3%
10,187
75
$492K 0.27%
6,108
-4
1 2
3
4 5