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
$520M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$15M
3
+$13.6M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$10.3M
5
MBB icon
iShares MBS ETF
MBB
+$10.1M

Top Sells

1
+$6.65M
2
+$5.73M
3
+$3.4M
4
ULTA icon
Ulta Beauty
ULTA
+$1.76M
5
NTNX icon
Nutanix
NTNX
+$1.31M

Sector Composition

1 Technology 21.69%
2 Healthcare 8.25%
3 Financials 8.22%
4 Communication Services 6.22%
5 Consumer Discretionary 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.4%
40,576
+18,800
52
$2.06M 0.4%
15,870
-3,232
53
$1.99M 0.38%
2,384
-43
54
$1.96M 0.38%
12,305
-169
55
$1.95M 0.37%
15,824
-197
56
$1.93M 0.37%
11,322
+695
57
$1.92M 0.37%
+610
58
$1.91M 0.37%
8,291
+1,286
59
$1.88M 0.36%
2,122
+179
60
$1.82M 0.35%
15,543
+2,811
61
$1.82M 0.35%
6,654
+715
62
$1.82M 0.35%
5,450
+236
63
$1.82M 0.35%
12,672
+5,419
64
$1.8M 0.35%
46,214
+2,845
65
$1.79M 0.34%
5,178
+610
66
$1.78M 0.34%
10,278
+4,402
67
$1.77M 0.34%
22,294
-11,538
68
$1.76M 0.34%
3,466
-90
69
$1.67M 0.32%
9,798
+2,850
70
$1.67M 0.32%
5,601
-248
71
$1.66M 0.32%
4,246
+775
72
$1.63M 0.31%
16,114
-56,551
73
$1.61M 0.31%
5,339
-35
74
$1.61M 0.31%
9,019
-59
75
$1.57M 0.3%
21,482
-351
1 2
3
4 5