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
$253M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.03M
3
+$1.87M
4
FTNT icon
Fortinet
FTNT
+$1.32M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.3M

Top Sells

1
+$4.05M
2
+$2.87M
3
+$2.67M
4
TFC icon
Truist Financial
TFC
+$2.58M
5
DIS icon
Walt Disney
DIS
+$1.91M

Sector Composition

1 Technology 19.45%
2 Healthcare 13.22%
3 Financials 7.84%
4 Consumer Discretionary 7.31%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.59%
4,866
-412
52
$1.49M 0.59%
11,217
-1,294
53
$1.46M 0.58%
9,743
-85
54
$1.34M 0.53%
91,900
-300
55
$1.34M 0.53%
42,107
-34,696
56
$1.32M 0.52%
+26,960
57
$1.31M 0.52%
5,417
-84
58
$1.29M 0.51%
4,040
-17
59
$1.25M 0.49%
27,800
-130
60
$1.18M 0.46%
38,418
-26,433
61
$1.17M 0.46%
27,229
-60,033
62
$1.13M 0.45%
3,202
-26
63
$1.13M 0.45%
7,907
-304
64
$1.12M 0.44%
35,219
+3,137
65
$1.09M 0.43%
6,089
+266
66
$979K 0.39%
9,392
+7,152
67
$926K 0.37%
+13,920
68
$917K 0.36%
5,843
-172
69
$902K 0.36%
4,089
-53
70
$897K 0.35%
+14,379
71
$879K 0.35%
5,561
-368
72
$867K 0.34%
12,346
73
$859K 0.34%
18,558
-100
74
$826K 0.33%
2,259
-47
75
$760K 0.3%
+13,364
1 2
3
4 5