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
$270M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$5.25M
3
+$3.67M
4
INGR icon
Ingredion
INGR
+$3.43M
5
SCHW icon
Charles Schwab
SCHW
+$3.03M

Top Sells

1
+$12M
2
+$3.98M
3
+$2.99M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.59M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.98M

Sector Composition

1 Technology 23.02%
2 Healthcare 12.57%
3 Financials 8.47%
4 Consumer Discretionary 7.69%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.57%
11,134
-83
52
$1.54M 0.57%
+20,807
53
$1.5M 0.56%
9,438
-2
54
$1.5M 0.56%
3,894
-146
55
$1.48M 0.55%
27,050
-1,058
56
$1.42M 0.53%
49,817
-59
57
$1.42M 0.52%
8,990
-753
58
$1.37M 0.51%
4,784
-82
59
$1.31M 0.48%
27,785
-15
60
$1.24M 0.46%
5,196
-221
61
$1.22M 0.45%
7,345
-562
62
$1.15M 0.43%
6,190
+629
63
$1.12M 0.42%
37,458
-960
64
$1.08M 0.4%
31,735
+4,506
65
$1.07M 0.4%
34,056
-1,163
66
$1.06M 0.39%
12,841
-1,538
67
$1.04M 0.38%
9,907
+515
68
$1.03M 0.38%
12,346
69
$1.03M 0.38%
13,770
-150
70
$993K 0.37%
6,089
71
$952K 0.35%
5,832
-11
72
$940K 0.35%
4,114
-10
73
$931K 0.35%
1,368
+66
74
$863K 0.32%
17,258
-1,300
75
$794K 0.29%
26,100
-395,870
1 2
3
4 5