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
$107M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$990K
3
+$721K
4
KMI icon
Kinder Morgan
KMI
+$682K
5
WU icon
Western Union
WU
+$469K

Top Sells

1
+$2.09M
2
+$1.53M
3
+$581K
4
MSFT icon
Microsoft
MSFT
+$559K
5
TSCO icon
Tractor Supply
TSCO
+$498K

Sector Composition

1 Industrials 13.71%
2 Healthcare 13.5%
3 Technology 13.03%
4 Energy 10.6%
5 Financials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$245K 0.23%
4,515
77
$220K 0.21%
6,500
78
$213K 0.2%
2,849
-420
79
$207K 0.19%
2,500
80
$202K 0.19%
4,066
81
– –
-6,500
82
– –
-23,043
83
– –
-32,840
84
– –
-14,947
85
– –
-5,233
86
– –
-3,000
87
– –
-3,961
1 2 3
4