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
$288M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$4.65M
3
+$2.03M
4
SCHW icon
Charles Schwab
SCHW
+$1.86M
5
ENSG icon
The Ensign Group
ENSG
+$1.69M

Top Sells

1
+$8.04M
2
+$7.63M
3
+$3.05M
4
CTVA icon
Corteva
CTVA
+$2.18M
5
CVS icon
CVS Health
CVS
+$2.12M

Sector Composition

1 Technology 25.92%
2 Healthcare 12.52%
3 Financials 8.82%
4 Consumer Discretionary 7.88%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.48%
7,087
-258
52
$1.38M 0.48%
+102,897
53
$1.34M 0.47%
9,388
-1,746
54
$1.34M 0.46%
26,825
-225
55
$1.31M 0.45%
7,697
-120
56
$1.3M 0.45%
35,245
-2,213
57
$1.29M 0.45%
45,056
-4,761
58
$1.27M 0.44%
9,420
-18
59
$1.27M 0.44%
5,174
-22
60
$1.23M 0.43%
27,745
-40
61
$1.18M 0.41%
13,398
-372
62
$1.16M 0.4%
12,221
-620
63
$1.1M 0.38%
3,908
+3,017
64
$1.09M 0.38%
25,014
+3,538
65
$1.08M 0.38%
4,495
+1,250
66
$1.06M 0.37%
11,886
-460
67
$1.06M 0.37%
2,260
-1
68
$1.04M 0.36%
1,436
+68
69
$1.04M 0.36%
+25,570
70
$1.03M 0.36%
4,339
+2,254
71
$1.02M 0.36%
9,840
-67
72
$1.02M 0.35%
4,114
73
$1.01M 0.35%
5,806
-26
74
$933K 0.32%
5,927
-162
75
$924K 0.32%
3,790
+1,913
1 2
3
4 5