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
$320M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.34M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
MYRG icon
MYR Group
MYRG
+$868K

Top Sells

1
+$2.22M
2
+$790K
3
+$682K
4
LOVE icon
LoveSac
LOVE
+$473K
5
LUV icon
Southwest Airlines
LUV
+$417K

Sector Composition

1 Technology 21.26%
2 Healthcare 11.26%
3 Communication Services 8.6%
4 Financials 8.24%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.61%
35,820
+201
52
$1.86M 0.58%
23,624
-700
53
$1.85M 0.58%
5,536
+525
54
$1.79M 0.56%
15,379
+192
55
$1.74M 0.54%
9,174
-21
56
$1.73M 0.54%
34,307
-750
57
$1.59M 0.5%
20,750
-918
58
$1.59M 0.5%
11,866
-44
59
$1.56M 0.49%
41,108
+5,016
60
$1.53M 0.48%
3,916
+60
61
$1.53M 0.48%
5,635
+2,036
62
$1.52M 0.48%
41,957
-548
63
$1.41M 0.44%
11,830
+1,078
64
$1.38M 0.43%
+16,861
65
$1.35M 0.42%
16,025
+2,204
66
$1.34M 0.42%
+141,666
67
$1.3M 0.41%
11,025
-79
68
$1.19M 0.37%
4,158
+1,828
69
$1.14M 0.36%
28,240
-1,345
70
$1.08M 0.34%
10,473
+746
71
$1.08M 0.34%
21,794
-325
72
$1.07M 0.33%
5,871
-130
73
$1.01M 0.32%
19,579
-507
74
$996K 0.31%
32,913
-73,415
75
$994K 0.31%
7,718
1 2
3
4 5