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
$124M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.76M
3
+$1.24M
4
LVS icon
Las Vegas Sands
LVS
+$1.19M
5
LUV icon
Southwest Airlines
LUV
+$1.1M

Top Sells

1
+$3.66M
2
+$1.99M
3
+$1.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$986K
5
JPM icon
JPMorgan Chase
JPM
+$819K

Sector Composition

1 Healthcare 17.12%
2 Industrials 15.06%
3 Technology 14.26%
4 Financials 8.91%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.28%
+14,392
77
$307K 0.25%
3,063
+63
78
$304K 0.25%
3,183
+810
79
$288K 0.23%
2,432
-17
80
$283K 0.23%
1,846
-870
81
$277K 0.22%
7,225
+1,443
82
$265K 0.21%
3,127
+325
83
$263K 0.21%
6,970
84
$254K 0.21%
5,226
-3,169
85
$212K 0.17%
1,915
+84
86
$208K 0.17%
+2,532
87
$208K 0.17%
1,984
-163
88
$207K 0.17%
+2,121
89
$205K 0.17%
+4,000
90
$203K 0.16%
+2,701
91
– –
-46,003
92
– –
-3,066
93
– –
-24,647
94
– –
-1,745
95
– –
-11,161
96
– –
-45,033
97
– –
-95,660
1 2 3
4