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
$342M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.17M
3
+$1.84M
4
TNET icon
TriNet
TNET
+$1.74M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.33M

Top Sells

1
+$3.77M
2
+$3.02M
3
+$2.26M
4
EOG icon
EOG Resources
EOG
+$1.99M
5
AVGO icon
Broadcom
AVGO
+$1.35M

Sector Composition

1 Technology 24.47%
2 Healthcare 11.04%
3 Financials 9.26%
4 Consumer Discretionary 8.46%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.59%
8,115
+2
52
$1.97M 0.58%
44,181
-518
53
$1.9M 0.56%
3,919
-4
54
$1.75M 0.51%
2,577
-57
55
$1.74M 0.51%
11,765
-92
56
$1.66M 0.48%
6,372
-107
57
$1.63M 0.48%
8,978
-192
58
$1.57M 0.46%
9,110
-7
59
$1.52M 0.45%
5,162
+410
60
$1.49M 0.44%
1,916
61
$1.49M 0.44%
4,092
+233
62
$1.41M 0.41%
6,818
+700
63
$1.4M 0.41%
7,810
-872
64
$1.38M 0.4%
21,833
-135
65
$1.33M 0.39%
+21,474
66
$1.32M 0.39%
1,365
-8
67
$1.31M 0.38%
20,649
+465
68
$1.31M 0.38%
25,000
-2,125
69
$1.3M 0.38%
24,066
-860
70
$1.3M 0.38%
30,834
+9,209
71
$1.29M 0.38%
6,055
-27
72
$1.25M 0.37%
4,490
-35
73
$1.17M 0.34%
7,888
-15,223
74
$1.17M 0.34%
17,052
+1,620
75
$1.16M 0.34%
3,646
+247
1 2
3
4 5