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
$450M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$7.84M
3
+$3.89M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.59M
5
EHC icon
Encompass Health
EHC
+$3.37M

Top Sells

1
+$5.54M
2
+$2.96M
3
+$2.93M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.6M
5
ACGL icon
Arch Capital
ACGL
+$2.33M

Sector Composition

1 Technology 22.78%
2 Financials 10.13%
3 Healthcare 8.59%
4 Communication Services 7.71%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.48%
3,191
-311
52
$2.02M 0.45%
14,783
+5,226
53
$1.87M 0.41%
8,916
-2,417
54
$1.84M 0.41%
15,390
-88
55
$1.83M 0.41%
28,006
+2,284
56
$1.8M 0.4%
7,893
-348
57
$1.78M 0.4%
56,708
-5,075
58
$1.75M 0.39%
2,634
+283
59
$1.73M 0.38%
8,874
-98
60
$1.66M 0.37%
6,099
+660
61
$1.66M 0.37%
2,010
-110
62
$1.64M 0.36%
9,613
-123
63
$1.63M 0.36%
13,682
-1,664
64
$1.6M 0.35%
21,062
-420
65
$1.59M 0.35%
6,534
-120
66
$1.54M 0.34%
4,676
+430
67
$1.53M 0.34%
5,021
-73
68
$1.53M 0.34%
+41,383
69
$1.47M 0.33%
3,394
-236
70
$1.45M 0.32%
4,136
-58
71
$1.43M 0.32%
8,171
-6,722
72
$1.39M 0.31%
4,441
-178
73
$1.39M 0.31%
13,738
-934
74
$1.37M 0.3%
18,015
-1,657
75
$1.37M 0.3%
24,885
-35
1 2
3
4 5