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
$291M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.25M
3
+$2.4M
4
GD icon
General Dynamics
GD
+$2.35M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.36M

Top Sells

1
+$2.78M
2
+$2.53M
3
+$2.43M
4
D icon
Dominion Energy
D
+$1.61M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.35M

Sector Composition

1 Technology 20.03%
2 Healthcare 11.01%
3 Communication Services 8.6%
4 Financials 8.19%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.57%
5,042
-18
52
$1.66M 0.57%
14,280
+1,212
53
$1.63M 0.56%
122,040
+80
54
$1.61M 0.55%
9,822
-803
55
$1.59M 0.55%
34,111
-866
56
$1.54M 0.53%
4,152
-7,467
57
$1.53M 0.53%
4,343
-530
58
$1.53M 0.53%
43,233
-26,279
59
$1.37M 0.47%
11,456
-772
60
$1.36M 0.47%
+10,589
61
$1.27M 0.44%
6,968
-40
62
$1.27M 0.44%
3,884
-7
63
$1.18M 0.4%
29,200
64
$1.14M 0.39%
23,043
+369
65
$1.07M 0.37%
20,818
+921
66
$1.07M 0.37%
30,255
-385
67
$1.05M 0.36%
6,337
-1,212
68
$1.03M 0.35%
7,718
+1,600
69
$1.01M 0.35%
44,384
+3,359
70
$1M 0.35%
11,271
+2,374
71
$992K 0.34%
8,405
+622
72
$937K 0.32%
2,532
-783
73
$931K 0.32%
4,396
-617
74
$865K 0.3%
6,704
-1,813
75
$852K 0.29%
1,712
-94
1 2
3
4 5