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

Top Buys

1
+$3.09M
2
+$2.77M
3
+$2.6M
4
MON
Monsanto Co
MON
+$1.71M
5
DIS icon
Walt Disney
DIS
+$1.69M

Top Sells

1
+$3.61M
2
+$2.82M
3
+$2.29M
4
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$2.2M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.83M

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
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-44,126
86
– –
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87
– –
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88
– –
-1,831
89
– –
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90
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91
– –
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92
– –
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93
– –
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94
– –
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95
– –
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96
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97
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98
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99
– –
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– –
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1 2 3
4
5