WCA

Westover Capital Advisors Portfolio holdings

AUM $500M
1-Year Est. Return 29.03%
This Quarter Est. Return
1 Year Est. Return
+29.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.72M
3
+$1.47M
4
TEX icon
Terex
TEX
+$1.3M
5
BX icon
Blackstone
BX
+$1.17M

Top Sells

1
+$1.53M
2
+$1.18M
3
+$1.13M
4
ABBV icon
AbbVie
ABBV
+$1.07M
5
AFL icon
Aflac
AFL
+$1.02M

Sector Composition

1 Industrials 13.75%
2 Healthcare 12.45%
3 Technology 11.9%
4 Financials 10.43%
5 Energy 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.24%
2,196
-167
77
$272K 0.23%
3,066
78
$247K 0.21%
2,500
79
$246K 0.21%
+7,380
80
$246K 0.21%
4,463
-52
81
$242K 0.2%
2,705
-315
82
$228K 0.19%
+8,988
83
$225K 0.19%
6,500
84
$204K 0.17%
2,415
-13,977
85
– –
-32,482
86
– –
-2,849
87
– –
-4,066
88
– –
-14,720
89
– –
-3,546
1 2 3
4