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
$312M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$875K
3
+$556K
4
ERIC icon
Ericsson
ERIC
+$514K
5
NXPI icon
NXP Semiconductors
NXPI
+$480K

Top Sells

1
+$955K
2
+$852K
3
+$828K
4
FIVN icon
FIVE9
FIVN
+$746K
5
DG icon
Dollar General
DG
+$599K

Sector Composition

1 Technology 21.02%
2 Healthcare 10.72%
3 Communication Services 8.65%
4 Financials 8.14%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.58%
24,324
-1,256
52
$1.78M 0.57%
15,187
+907
53
$1.76M 0.57%
35,057
+946
54
$1.63M 0.52%
5,011
-31
55
$1.63M 0.52%
11,910
+1,321
56
$1.62M 0.52%
9,195
-627
57
$1.62M 0.52%
21,668
-260
58
$1.61M 0.52%
4,304
-39
59
$1.56M 0.5%
42,505
-728
60
$1.54M 0.5%
3,856
-296
61
$1.54M 0.49%
36,092
+20,491
62
$1.29M 0.41%
11,104
-352
63
$1.25M 0.4%
13,821
+2,550
64
$1.23M 0.39%
10,752
+2,347
65
$1.19M 0.38%
29,200
66
$1.15M 0.37%
91,532
+40,882
67
$1.1M 0.35%
29,585
-670
68
$1.1M 0.35%
7,718
69
$1.1M 0.35%
22,119
-924
70
$1.07M 0.34%
5,458
-1,510
71
$1.05M 0.34%
6,001
-336
72
$1.05M 0.34%
20,086
-732
73
$971K 0.31%
4,151
-245
74
$914K 0.29%
9,727
+2,081
75
$910K 0.29%
6,492
-212
1 2
3
4 5