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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
$116M
AUM Growth
-$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.99M
3
+$2.8M
4
MON
Monsanto Co
MON
+$1.98M
5
DIS icon
Walt Disney
DIS
+$1.8M

Top Sells

1
+$3.61M
2
+$2.93M
3
+$2.29M
4
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$2.2M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.86M

Sector Composition

1 Healthcare 16.58%
2 Industrials 13.71%
3 Technology 11.25%
4 Financials 9.09%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$290K 0.25%
+9,214
77
$286K 0.25%
+981
78
$273K 0.24%
2,893
-100
79
$261K 0.22%
3,000
80
$252K 0.22%
5,928
-606
81
$239K 0.21%
7,574
82
$211K 0.18%
7,018
-659
83
$207K 0.18%
2,783
84
$143K 0.12%
1,181
85
– –
-2,595
86
– –
-27,654
87
– –
-1,831
88
– –
-44,126
89
– –
-17,472
90
– –
-53,227
91
– –
-6,237
92
– –
-11,030
93
– –
-21,622
94
– –
-4,000
95
– –
-4,166
96
– –
-2,529
97
– –
-55,342
98
– –
-4,766
99
– –
-6,305
100
– –
-7,977
1 2 3
4
5