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
$105M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.45M
3
+$1.17M
4
ELV icon
Elevance Health
ELV
+$509K
5
R icon
Ryder
R
+$436K

Top Sells

1
+$2.72M
2
+$1.89M
3
+$1.57M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$330K
5
WELL icon
Welltower
WELL
+$323K

Sector Composition

1 Industrials 16.33%
2 Healthcare 14.94%
3 Technology 13.52%
4 Energy 9.76%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.21%
+2,779
77
$210K 0.2%
+3,961
78
$208K 0.2%
+2,500
79
– –
-10,842
80
– –
-7,824
81
– –
-21,210
82
– –
-13,823
83
– –
-38,688
84
– –
-4,822
1 2 3
4