WCA

Westover Capital Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 37.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.61M
3
+$1.18M
4
EBAY icon
eBay
EBAY
+$845K
5
HIG icon
Hartford Financial Services
HIG
+$791K

Top Sells

1
+$2.55M
2
+$2.27M
3
+$1.94M
4
CLS icon
Celestica
CLS
+$1.38M
5
CVX icon
Chevron
CVX
+$1.32M

Sector Composition

1 Technology 27.08%
2 Financials 10.39%
3 Communication Services 8.52%
4 Healthcare 6.72%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 0.47%
2,612
-18
52
$2.23M 0.41%
4,676
53
$2.21M 0.41%
28,807
-1,687
54
$2.2M 0.41%
14,685
-197
55
$2.17M 0.4%
3,843
+560
56
$2.11M 0.39%
5,096
-359
57
$2.08M 0.38%
8,541
58
$2.04M 0.38%
8,813
-100
59
$1.98M 0.37%
5,802
+355
60
$1.86M 0.34%
21,023
-39
61
$1.84M 0.34%
11,844
-8,500
62
$1.78M 0.33%
8,250
-25
63
$1.73M 0.32%
9,738
-51
64
$1.7M 0.31%
20,452
-215
65
$1.7M 0.31%
15,304
+218
66
$1.7M 0.31%
15,142
-61
67
$1.65M 0.31%
3,214
-36
68
$1.55M 0.29%
15,861
+1,282
69
$1.54M 0.28%
6,047
-7
70
$1.53M 0.28%
15,162
-1,048
71
$1.53M 0.28%
6,471
-58
72
$1.5M 0.28%
8,959
-3
73
$1.48M 0.27%
19,944
-262
74
$1.45M 0.27%
11,130
75
$1.44M 0.27%
15,062
+5,691
1 2
3
4 5