WCA

Westover Capital Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 33.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.23M
3
+$2.22M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.15M
5
CVX icon
Chevron
CVX
+$2.01M

Top Sells

1
+$9M
2
+$4.27M
3
+$2.55M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.21M
5
EOG icon
EOG Resources
EOG
+$1.86M

Sector Composition

1 Technology 26.19%
2 Financials 10.17%
3 Communication Services 8.03%
4 Consumer Discretionary 6.73%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.47%
11,392
+1,779
52
$2.27M 0.45%
7,785
+1,686
53
$2.11M 0.42%
2,630
-4
54
$2.1M 0.42%
47,719
+6,336
55
$2.06M 0.41%
5,455
+222
56
$1.96M 0.39%
14,882
-508
57
$1.94M 0.39%
11,718
+1,761
58
$1.94M 0.39%
11,247
-436
59
$1.93M 0.39%
5,447
+1,311
60
$1.92M 0.38%
331
+138
61
$1.88M 0.38%
21,062
62
$1.82M 0.36%
15,203
-16,303
63
$1.82M 0.36%
4,676
64
$1.68M 0.33%
3,283
-111
65
$1.67M 0.33%
15,086
+8,199
66
$1.65M 0.33%
8,913
-3
67
$1.65M 0.33%
8,850
-24
68
$1.62M 0.32%
9,789
+6,992
69
$1.57M 0.31%
14,579
+841
70
$1.56M 0.31%
2,004
-6
71
$1.52M 0.3%
20,667
-351
72
$1.52M 0.3%
8,541
-39
73
$1.48M 0.3%
6,529
-5
74
$1.48M 0.3%
11,130
75
$1.43M 0.29%
6,054
-22
1 2
3
4 5