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
$278M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.25M
3
+$1.65M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$875K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$776K

Top Sells

1
+$1.67M
2
+$1.48M
3
+$1.15M
4
JPM icon
JPMorgan Chase
JPM
+$1.1M
5
LMT icon
Lockheed Martin
LMT
+$770K

Sector Composition

1 Technology 21.83%
2 Healthcare 11.91%
3 Communication Services 8.89%
4 Financials 7.36%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.56%
3,203
+9
52
$1.54M 0.56%
34,487
-8,497
53
$1.54M 0.55%
34,977
-726
54
$1.53M 0.55%
13,068
+2,340
55
$1.5M 0.54%
3,315
-361
56
$1.48M 0.53%
10,625
-210
57
$1.35M 0.49%
19,444
+11,170
58
$1.34M 0.48%
12,228
+105
59
$1.32M 0.48%
3,734
-2,170
60
$1.31M 0.47%
5,060
-8
61
$1.17M 0.42%
7,008
+900
62
$1.15M 0.41%
14,690
+206
63
$1.14M 0.41%
23,540
+2,036
64
$1.13M 0.41%
22,674
+3,598
65
$1.1M 0.39%
5,013
-208
66
$1.04M 0.38%
19,897
+2,601
67
$1.03M 0.37%
1,806
-8
68
$1.03M 0.37%
3,891
-33
69
$1M 0.36%
8,517
-71
70
$995K 0.36%
7,549
-231
71
$904K 0.33%
4,066
-70
72
$891K 0.32%
41,025
+3,405
73
$883K 0.32%
3,968
-6
74
$861K 0.31%
30,640
-115
75
$840K 0.3%
7,838
-768
1 2
3
4 5