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
$213M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.56M
3
+$2.27M
4
UPS icon
United Parcel Service
UPS
+$1.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.72M

Top Sells

1
+$6.38M
2
+$3.09M
3
+$2.58M
4
TRP icon
TC Energy
TRP
+$1.99M
5
CVX icon
Chevron
CVX
+$1.88M

Sector Composition

1 Technology 21.69%
2 Healthcare 13.59%
3 Communication Services 7.96%
4 Consumer Staples 7.72%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.58%
13,383
-2,884
52
$1.23M 0.58%
23,428
-490
53
$1.18M 0.55%
10,218
-130
54
$1.06M 0.5%
+20,976
55
$1.05M 0.49%
2,853
+711
56
$1.05M 0.49%
11,440
+457
57
$989K 0.46%
8,515
-311
58
$978K 0.46%
9,471
+3,641
59
$957K 0.45%
4,920
+2,350
60
$945K 0.44%
8,921
+46
61
$935K 0.44%
35,470
-1,525
62
$916K 0.43%
18,358
-534
63
$904K 0.42%
+17,714
64
$900K 0.42%
4,659
-1,116
65
$893K 0.42%
1,782
-82
66
$873K 0.41%
5,071
+160
67
$871K 0.41%
16,859
-68
68
$832K 0.39%
8,470
-60
69
$832K 0.39%
11,271
+7,892
70
$823K 0.39%
4,395
-34
71
$802K 0.38%
35,140
+20,401
72
$731K 0.34%
7,252
-221
73
$726K 0.34%
9,439
+6,066
74
$675K 0.32%
6,108
75
$626K 0.29%
2,486
-70
1 2
3
4 5