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
$276M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$2.55M
3
+$2.05M
4
CYBR icon
CyberArk
CYBR
+$1.04M
5
JPM icon
JPMorgan Chase
JPM
+$676K

Top Sells

1
+$4.65M
2
+$1.22M
3
+$1.21M
4
FTNT icon
Fortinet
FTNT
+$978K
5
CTVA icon
Corteva
CTVA
+$741K

Sector Composition

1 Technology 24.14%
2 Healthcare 11.92%
3 Financials 8.69%
4 Consumer Discretionary 8.23%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.46%
9,370
-18
52
$1.25M 0.45%
2,705
-224
53
$1.22M 0.44%
6,526
-561
54
$1.21M 0.44%
2,260
55
$1.14M 0.41%
11,055
+1,215
56
$1.14M 0.41%
16,445
-5,981
57
$1.12M 0.41%
3,920
+12
58
$1.11M 0.4%
12,996
-402
59
$1.11M 0.4%
4,850
-324
60
$1.1M 0.4%
27,145
-600
61
$1.08M 0.39%
4,090
-24
62
$1.06M 0.39%
21,896
-4,929
63
$1.05M 0.38%
11,308
-913
64
$1.04M 0.38%
+6,341
65
$1.03M 0.37%
4,464
+125
66
$1.03M 0.37%
4,240
-255
67
$1M 0.36%
25,536
-34
68
$1,000K 0.36%
85,518
-17,379
69
$999K 0.36%
5,927
70
$955K 0.35%
25,404
+390
71
$944K 0.34%
33,643
-1,602
72
$935K 0.34%
3,443
-347
73
$879K 0.32%
51,762
+17,748
74
$855K 0.31%
5,610
-196
75
$847K 0.31%
6,118
1 2
3
4 5