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
$388M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$2.71M
3
+$1.69M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.46M
5
SM icon
SM Energy
SM
+$1.12M

Top Sells

1
+$2.18M
2
+$1.24M
3
+$781K
4
PXD
Pioneer Natural Resource Co.
PXD
+$777K
5
WDAY icon
Workday
WDAY
+$690K

Sector Composition

1 Technology 25.95%
2 Healthcare 10.17%
3 Financials 9.61%
4 Communication Services 7.64%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.52%
2,453
-124
52
$2.01M 0.52%
12,474
-402
53
$2M 0.52%
11,674
+2,696
54
$1.78M 0.46%
5,939
+2,091
55
$1.76M 0.45%
4,569
-147
56
$1.76M 0.45%
1,943
+27
57
$1.75M 0.45%
10,627
-2,101
58
$1.61M 0.41%
6,818
59
$1.59M 0.41%
9,078
-32
60
$1.59M 0.41%
43,369
-812
61
$1.56M 0.4%
5,374
+1,991
62
$1.53M 0.39%
7,005
+1,730
63
$1.51M 0.39%
4,568
+476
64
$1.49M 0.38%
5,849
-523
65
$1.48M 0.38%
11,460
-305
66
$1.47M 0.38%
12,732
+9,615
67
$1.46M 0.38%
+6,708
68
$1.41M 0.36%
32,142
+1,308
69
$1.35M 0.35%
25,030
+30
70
$1.35M 0.35%
4,876
-286
71
$1.32M 0.34%
21,833
72
$1.31M 0.34%
22,996
+1,522
73
$1.3M 0.34%
5,776
-136
74
$1.29M 0.33%
6,044
-11
75
$1.28M 0.33%
3,732
+1,203
1 2
3
4 5